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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 | $132,660 | $101,778+30.3% | $164,975-19.6% | $80,925+63.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.97% | 16.73%-7.8pp | 70.12%-61.2pp | 35.65%-26.7pp |
| Employer contribution / active EE | $12,159 | $2,954+311.6% | $4,343+180.0% | $2,756+341.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,652 | $8,221-6.9% | $12,688-39.7% | $6,940+10.3% |