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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 | $124,140 | $86,919+42.8% | $102,457+21.2% | $80,911+53.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 7.34% | 18.90%-11.6pp | 29.41%-22.1pp | 35.63%-28.3pp |
| Employer contribution / active EE | $4,800 | $2,368+102.7% | $3,022+58.8% | $2,756+74.2% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $21,866 | $8,049+171.7% | $9,451+131.3% | $6,935+215.3% |