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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 | $103,809 | $45,041+130.5% | $63,003+64.8% | $70,131+48.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.01% | 18.76%-8.8pp | 87.59%-77.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $3,606 | $2,052+75.7% | $2,760+30.6% | $2,342+53.9% |
| Participant deferral / active EE | $4,338 | $2,465+76.0% | $3,329+30.3% | $3,332+30.2% |
| Admin fee / account holder | $6,896 | $2,836+143.2% | $3,600+91.5% | $4,645+48.4% |