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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 | $116,663 | $93,598+24.6% | $135,974-14.2% | $75,173+55.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.24% | 30.89%-18.6pp | 68.30%-56.1pp | 160.72%-148.5pp |
| Employer contribution / active EE | $937 | $3,538-73.5% | $4,859-80.7% | $2,671-64.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $441 | $6,978-93.7% | $10,767-95.9% | $5,651-92.2% |