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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 | $106,064 | $88,672+19.6% | $105,223+0.8% | $82,448+28.6% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.9pp | 68.1%+25.9pp |
| Annual return | 5.40% | 30.86%-25.5pp | 180.65%-175.3pp | 41.64%-36.2pp |
| Employer contribution / active EE | $16,638 | $3,048+445.9% | $3,689+351.1% | $2,551+552.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,592 | $7,146+6.2% | $8,859-14.3% | $7,234+4.9% |