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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 | $111,032 | $96,508+15.0% | $75,901+46.3% | $152,897-27.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 3.99% | 33.99%-30.0pp | 30.76%-26.8pp | 345.43%-341.4pp |
| Employer contribution / active EE | $3,854 | $3,310+16.4% | $2,501+54.1% | $4,764-19.1% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,243 | $8,081-59.9% | $5,420-40.2% | $11,599-72.0% |