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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 | $98,278 | $89,259+10.1% | $107,187-8.3% | $82,637+18.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 10.63% | 21.02%-10.4pp | 204.55%-193.9pp | 53.51%-42.9pp |
| Employer contribution / active EE | $3,704 | $3,080+20.2% | $3,782-2.1% | $2,552+45.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,793 | $7,381-62.2% | $9,162-69.5% | $7,339-61.9% |