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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,121 | $79,894+171.8% | $135,792+59.9% | $82,637+162.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 8.56% | 17.20%-8.6pp | 25.96%-17.4pp | 53.51%-45.0pp |
| Employer contribution / active EE | $11,824 | $2,165+446.2% | $3,496+238.3% | $2,552+363.3% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $4,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,707 | $6,434+82.0% | $12,266-4.6% | $7,339+59.5% |