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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 | $111,793 | $90,486+23.5% | $78,676+42.1% | $273,972-59.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 1.00% | 75.62%-74.6pp | 62.19%-61.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $9,281 | $3,175+192.3% | $2,850+225.7% | $4,869+90.6% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,993 | $5,263-62.1% | $4,510-55.8% | $10,133-80.3% |