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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 | $104,010 | $72,486+43.5% | $87,103+19.4% | $72,976+42.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.67% | 24.46%-13.8pp | 28.19%-17.5pp | 81.02%-70.3pp |
| Employer contribution / active EE | $5,560 | $1,894+193.6% | $2,521+120.5% | $2,440+127.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,360 | $5,055+203.9% | $7,491+105.0% | $5,124+199.8% |