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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 | $108,717 | $76,551+42.0% | $123,894-12.3% | $62,881+72.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.15% | 18.68%-13.5pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $12,000 | $2,882+316.3% | $4,617+159.9% | $2,281+426.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,565 | $4,826+56.8% | $8,357-9.5% | $4,296+76.1% |