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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 | $82,979 | $61,390+35.2% | $112,228-26.1% | $75,177+10.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 4.39% | 28.47%-24.1pp | 30.23%-25.8pp | 160.75%-156.4pp |
| Employer contribution / active EE | $8,007 | $2,015+297.5% | $3,432+133.4% | $2,671+199.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,423 | $4,862+32.1% | $7,752-17.1% | $5,651+13.6% |