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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 | $90,728+39.2% | $86,279+46.4% | $138,895-9.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 78.7%+21.3pp | 79.9%+20.1pp |
| Annual return | 7.64% | 34.83%-27.2pp | 30.40%-22.8pp | 145.39%-137.8pp |
| Employer contribution / active EE | $6,713 | $4,974+35.0% | $4,663+44.0% | $4,194+60.1% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $5,658-100.0% | $6,396-100.0% |
| Admin fee / account holder | $60,420 | $11,808+411.7% | $10,485+476.2% | $12,562+381.0% |