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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 | $101,887 | $66,764+52.6% | $88,497+15.1% | $62,881+62.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 4.16% | 10.37%-6.2pp | 7.63%-3.5pp | 20.14%-16.0pp |
| Employer contribution / active EE | $7,846 | $3,077+155.0% | $4,036+94.4% | $2,281+244.0% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,184 | $4,668+32.5% | $6,220-0.6% | $4,296+44.0% |