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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 | $111,987 | $64,359+74.0% | $90,161+24.2% | $70,126+59.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.04% | 28.13%-16.1pp | 34.89%-22.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $7,692 | $2,046+276.0% | $3,318+131.8% | $2,343+228.4% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,160 | $3,945-19.9% | $5,943-46.8% | $4,645-32.0% |