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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 | $81,080 | $76,551+5.9% | $123,894-34.6% | $62,881+28.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.57% | 18.68%-13.1pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $5,725 | $2,882+98.6% | $4,617+24.0% | $2,281+151.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,340 | $4,826-10.1% | $8,357-48.1% | $4,296+1.0% |