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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 | $72,607+63.9% | $90,259+31.8% | $87,485+36.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 4.85% | 18.59%-13.7pp | 18.88%-14.0pp | 26.06%-21.2pp |
| Employer contribution / active EE | $6,195 | $1,919+222.7% | $2,291+170.4% | $2,596+138.6% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,100 | $5,947-14.2% | $7,267-29.8% | $7,775-34.4% |