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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 | $116,801 | $106,247+9.9% | $96,515+21.0% | $139,466-16.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.96% | 38.47%-37.5pp | 35.73%-34.8pp | 373.66%-372.7pp |
| Employer contribution / active EE | $7,000 | $4,106+70.5% | $3,740+87.2% | $4,754+47.2% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,065 | $7,885-48.4% | $6,735-39.6% | $11,409-64.4% |