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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 | $108,543 | $77,419+40.2% | $69,461+56.3% | $152,885-29.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.76% | 39.07%-34.3pp | 28.97%-24.2pp | 345.39%-340.6pp |
| Employer contribution / active EE | $8,268 | $3,315+149.4% | $2,779+197.5% | $4,763+73.6% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,266 | $6,207+1.0% | $3,840+63.2% | $11,598-46.0% |