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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 | $79,339 | $78,707+0.8% | $117,861-32.7% | $70,126+13.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 9.10% | 23.30%-14.2pp | 335.11%-326.0pp | 73.15%-64.1pp |
| Employer contribution / active EE | $2,989 | $2,223+34.4% | $3,786-21.1% | $2,343+27.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,423 | $5,066+184.7% | $8,021+79.8% | $4,645+210.5% |