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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 | $118,967 | $75,720+57.1% | $90,312+31.7% | $86,983+36.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 4.85% | 18.55%-13.7pp | 18.90%-14.0pp | 25.83%-21.0pp |
| Employer contribution / active EE | $6,195 | $1,945+218.5% | $2,243+176.2% | $2,584+139.7% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,100 | $6,201-17.7% | $8,248-38.2% | $7,856-35.1% |