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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 | $92,398 | $76,834+20.3% | $108,359-14.7% | $87,485+5.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 8.57% | 19.09%-10.5pp | 36.89%-28.3pp | 26.06%-17.5pp |
| Employer contribution / active EE | $7,416 | $1,556+376.5% | $2,399+209.1% | $2,596+185.7% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $30,696 | $6,537+369.6% | $9,741+215.1% | $7,775+294.8% |