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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 | $90,864 | $65,361+39.0% | $92,903-2.2% | $72,983+24.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 6.42% | 42.11%-35.7pp | 109.43%-103.0pp | 81.01%-74.6pp |
| Employer contribution / active EE | $2,720 | $2,594+4.8% | $3,653-25.5% | $2,440+11.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,364 | $4,251+96.7% | $5,795+44.3% | $5,124+63.2% |