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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 | $103,036 | $58,493+76.1% | $84,023+22.6% | $72,976+41.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 8.00% | 28.93%-20.9pp | 71.32%-63.3pp | 81.02%-73.0pp |
| Employer contribution / active EE | $7,345 | $1,163+531.6% | $1,984+270.2% | $2,440+201.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,198 | $4,569-51.9% | $6,102-64.0% | $5,124-57.1% |