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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 | $116,147 | $125,797-7.7% | $170,043-31.7% | $75,173+54.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 9.45% | 27.20%-17.7pp | 53.40%-44.0pp | 160.72%-151.3pp |
| Employer contribution / active EE | $15,878 | $4,616+244.0% | $6,790+133.8% | $2,671+494.5% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,101 | $8,177-74.3% | $12,824-83.6% | $5,651-62.8% |