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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 | $158,633 | $87,106+82.1% | $105,607+50.2% | $80,935+96.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 6.87% | 17.01%-10.1pp | 116.11%-109.2pp | 35.66%-28.8pp |
| Employer contribution / active EE | $6,686 | $2,396+179.0% | $3,167+111.1% | $2,757+142.5% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,853 | $8,447-7.0% | $10,958-28.3% | $6,924+13.4% |