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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 | $97,011 | $95,453+1.6% | $112,040-13.4% | $82,448+17.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.63% | 23.92%-14.3pp | 24.52%-14.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $8,285 | $2,318+257.4% | $2,954+180.5% | $2,551+224.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $761 | $9,013-91.6% | $12,098-93.7% | $7,234-89.5% |