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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 | $105,319 | $60,444+74.2% | $68,948+52.8% | $82,448+27.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.2%+20.8pp | 68.1%+31.9pp |
| Annual return | 12.10% | 15.42%-3.3pp | 28.39%-16.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $7,361 | $3,449+113.4% | $4,165+76.8% | $2,551+188.6% |
| Participant deferral / active EE | $0 | $3,658-100.0% | $6,186-100.0% | $4,139-100.0% |
| Admin fee / account holder | $32,632 | $6,421+408.2% | $7,539+332.9% | $7,234+351.1% |