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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 | $118,769 | $108,825+9.1% | $156,181-24.0% | $82,448+44.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 10.92% | 20.59%-9.7pp | 64.87%-54.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $7,554 | $2,870+163.2% | $4,294+75.9% | $2,551+196.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,290 | $9,341-75.5% | $14,586-84.3% | $7,234-68.4% |