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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 | $140,736 | $104,251+35.0% | $91,004+54.6% | $147,586-4.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 6.23% | 27.06%-20.8pp | 4.60%+1.6pp | 578.59%-572.4pp |
| Employer contribution / active EE | $7,857 | $3,116+152.2% | $2,456+220.0% | $4,876+61.1% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,191 | $8,948-19.6% | $5,417+32.7% | $10,886-33.9% |