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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 | $126,260 | $87,059+45.0% | $105,608+19.6% | $80,925+56.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 9.84% | 17.05%-7.2pp | 116.50%-106.7pp | 35.65%-25.8pp |
| Employer contribution / active EE | $8,699 | $2,396+263.0% | $3,167+174.7% | $2,756+215.6% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,077 | $8,443-39.9% | $11,028-54.0% | $6,940-26.8% |