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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 | $115,762 | $115,903-0.1% | $100,528+15.2% | $158,966-27.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.15% | 34.80%-28.6pp | 30.90%-24.7pp | 302.95%-296.8pp |
| Employer contribution / active EE | $4,300 | $4,105+4.8% | $3,419+25.8% | $4,762-9.7% |
| Participant deferral / active EE | $12,123 | $6,677+81.6% | $6,271+93.3% | $5,983+102.6% |
| Admin fee / account holder | $63,612 | $11,000+478.3% | $8,084+686.9% | $11,250+465.4% |