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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 | $131,590 | $124,980+5.3% | $108,359+21.4% | $154,746-15.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.44% | 45.00%-38.6pp | 36.89%-30.4pp | 172.34%-165.9pp |
| Employer contribution / active EE | $11,429 | $2,851+300.9% | $2,399+376.3% | $4,379+161.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,858 | $11,502-66.5% | $9,741-60.4% | $14,365-73.1% |