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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 | $128,778 | $86,949+48.1% | $102,460+25.7% | $80,959+59.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.79% | 18.89%-9.1pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $10,850 | $2,370+357.9% | $3,025+258.7% | $2,757+293.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,100 | $8,048+37.9% | $9,460+17.3% | $6,925+60.3% |