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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 | $89,549 | $59,804+49.7% | $81,982+9.2% | $79,856+12.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 6.72% | 17.56%-10.8pp | 41.31%-34.6pp | 31.71%-25.0pp |
| Employer contribution / active EE | $13,795 | $1,713+705.1% | $2,498+452.2% | $2,471+458.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,703 | $4,288+33.0% | $5,665+0.7% | $5,306+7.5% |