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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 | $87,157 | $54,541+59.8% | $78,778+10.6% | $70,126+24.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 9.88% | 21.07%-11.2pp | 35.62%-25.7pp | 73.15%-63.3pp |
| Employer contribution / active EE | $2,841 | $1,089+161.0% | $1,986+43.1% | $2,343+21.3% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,788 | $3,709+29.1% | $5,134-6.7% | $4,645+3.1% |