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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 | $92,293 | $94,031-1.8% | $115,768-20.3% | $82,448+11.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 4.71% | 20.61%-15.9pp | 100.46%-95.7pp | 41.64%-36.9pp |
| Employer contribution / active EE | $5,294 | $2,323+127.8% | $2,940+80.1% | $2,551+107.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,924 | $10,249+6.6% | $12,439-12.2% | $7,234+51.0% |