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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 | $95,910 | $53,774+78.4% | $134,162-28.5% | $79,852+20.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 5.33% | 19.01%-13.7pp | 36.35%-31.0pp | 31.72%-26.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,046 | $2,420+315.2% | $3,500+187.1% | $3,740+168.6% |
| Admin fee / account holder | $7,231 | $3,985+81.4% | $6,685+8.2% | $5,306+36.3% |