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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 | $100,057 | $86,919+15.1% | $102,457-2.3% | $80,911+23.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 2.35% | 18.90%-16.5pp | 29.41%-27.1pp | 35.63%-33.3pp |
| Employer contribution / active EE | $25,356 | $2,368+970.7% | $3,022+739.0% | $2,756+820.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,251 | $8,049+126.7% | $9,451+93.1% | $6,935+163.2% |