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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 | $107,409 | $90,400+18.8% | $186,193-42.3% | $87,485+22.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 12.41% | 22.15%-9.7pp | 78.03%-65.6pp | 26.06%-13.7pp |
| Employer contribution / active EE | $6,486 | $2,170+198.8% | $3,918+65.5% | $2,596+149.8% |
| Participant deferral / active EE | $1,827 | $4,330-57.8% | $6,513-72.0% | $4,274-57.3% |
| Admin fee / account holder | $8,259 | $8,673-4.8% | $11,058-25.3% | $7,775+6.2% |