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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 | $126,275 | $84,570+49.3% | $85,946+46.9% | $155,188-18.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 7.64% | 35.96%-28.3pp | 31.33%-23.7pp | 148.84%-141.2pp |
| Employer contribution / active EE | $6,713 | $4,651+44.3% | $4,539+47.9% | $4,248+58.0% |
| Participant deferral / active EE | $0 | $5,847-100.0% | $5,465-100.0% | $6,531-100.0% |
| Admin fee / account holder | $60,420 | $12,225+394.2% | $11,250+437.1% | $14,480+317.3% |