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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 | $119,893 | $74,535+60.9% | $100,712+19.0% | $82,637+45.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 10.06% | 18.92%-8.9pp | 33.27%-23.2pp | 53.51%-43.5pp |
| Employer contribution / active EE | $8,929 | $1,503+494.2% | $2,313+286.1% | $2,552+249.8% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,803 | $6,576+49.1% | $9,256+5.9% | $7,339+33.6% |