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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 | $98,649 | $96,491+2.2% | $75,894+30.0% | $152,885-35.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 3.09% | 33.98%-30.9pp | 30.76%-27.7pp | 345.39%-342.3pp |
| Employer contribution / active EE | $7,877 | $3,310+138.0% | $2,501+215.0% | $4,763+65.4% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,056 | $8,079-49.8% | $5,420-25.2% | $11,598-65.0% |