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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 | $107,739 | $70,430+53.0% | $96,572+11.6% | $85,851+25.5% |
| Participation rate | 97.8% | 61.8%+36.0pp | 69.8%+28.0pp | 69.3%+28.5pp |
| Annual return | 5.83% | 18.58%-12.8pp | 37.79%-32.0pp | 318.63%-312.8pp |
| Employer contribution / active EE | $7,736 | $1,413+447.4% | $2,357+228.2% | $2,565+201.5% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,427 | $4,996+8.6% | $6,183-12.2% | $6,261-13.3% |