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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 | $109,441 | $99,635+9.8% | $99,460+10.0% | $198,609-44.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 7.00% | 11.15%-4.2pp | 11.98%-5.0pp | 202.70%-195.7pp |
| Employer contribution / active EE | $10,073 | $6,694+50.5% | $6,049+66.5% | $5,055+99.3% |
| Participant deferral / active EE | $0 | $6,766-100.0% | $5,995-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,720 | $22,915-35.8% | $18,725-21.4% | $19,030-22.6% |