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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 | $96,009 | $87,166+10.1% | $76,735+25.1% | $137,256-30.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 4.63% | 26.50%-21.9pp | 29.77%-25.1pp | 220.34%-215.7pp |
| Employer contribution / active EE | $6,838 | $2,904+135.4% | $2,454+178.6% | $4,156+64.5% |
| Participant deferral / active EE | $2,877 | $4,726-39.1% | $4,088-29.6% | $6,407-55.1% |
| Admin fee / account holder | $189,231 | $8,403+2151.9% | $7,189+2532.1% | $12,270+1442.2% |