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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 | $122,454 | $95,762+27.9% | $379,746-67.8% | $79,856+53.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 5.81% | 18.26%-12.5pp | 34.90%-29.1pp | 31.71%-25.9pp |
| Employer contribution / active EE | $5,722 | $2,695+112.3% | $3,540+61.7% | $2,471+131.6% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,224 | $6,745+7.1% | $7,927-8.9% | $5,306+36.1% |