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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 | $126,162 | $96,289+31.0% | $213,469-40.9% | $87,485+44.2% |
| Participation rate | 100.0% | 69.6%+30.4pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 10.76% | 17.78%-7.0pp | 20.58%-9.8pp | 26.06%-15.3pp |
| Employer contribution / active EE | $5,382 | $3,035+77.3% | $4,994+7.8% | $2,596+107.3% |
| Participant deferral / active EE | $0 | $4,750-100.0% | $6,841-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,847 | $9,670-70.6% | $27,141-89.5% | $7,775-63.4% |