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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 | $90,538+20.9% | $88,457+23.7% | $154,746-29.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 7.00% | 37.97%-31.0pp | 32.69%-25.7pp | 172.34%-165.3pp |
| Employer contribution / active EE | $10,073 | $4,914+105.0% | $4,681+115.2% | $4,379+130.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $5,667-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,720 | $10,337+42.4% | $9,606+53.2% | $14,365+2.5% |