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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 | $115,904 | $98,766+17.4% | $149,730-22.6% | $79,852+45.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.61% | 27.43%-18.8pp | 276.70%-268.1pp | 31.72%-23.1pp |
| Employer contribution / active EE | $4,292 | $3,217+33.4% | $4,645-7.6% | $2,471+73.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,010 | $6,052-17.2% | $9,310-46.2% | $5,306-5.6% |