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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 | $106,538 | $70,418+51.3% | $96,570+10.3% | $85,847+24.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 9.47% | 18.59%-9.1pp | 37.79%-28.3pp | 318.61%-309.1pp |
| Employer contribution / active EE | $3,547 | $1,413+151.0% | $2,357+50.5% | $2,565+38.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,009 | $4,995+20.3% | $6,182-2.8% | $6,261-4.0% |