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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 | $217,258 | $76,551+183.8% | $123,894+75.4% | $62,881+245.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 3.78% | 18.68%-14.9pp | 47.52%-43.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $8,254 | $2,882+186.4% | $4,617+78.8% | $2,281+261.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,053 | $4,826-16.0% | $8,357-51.5% | $4,296-5.7% |