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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 | $113,036 | $106,524+6.1% | $152,301-25.8% | $87,485+29.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 8.55% | 26.89%-18.3pp | 80.50%-72.0pp | 26.06%-17.5pp |
| Employer contribution / active EE | $4,033 | $3,371+19.6% | $4,624-12.8% | $2,596+55.4% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,949 | $8,287-52.3% | $14,398-72.6% | $7,775-49.2% |