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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 | $116,462 | $81,476+42.9% | $102,383+13.8% | $80,925+43.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 4.92% | 25.59%-20.7pp | 24.94%-20.0pp | 35.65%-30.7pp |
| Employer contribution / active EE | $12,429 | $3,105+300.3% | $3,870+221.1% | $2,756+350.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,987 | $6,717+18.9% | $8,391-4.8% | $6,940+15.1% |