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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 | $104,324 | $101,778+2.5% | $164,975-36.8% | $80,925+28.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.57% | 16.73%-8.2pp | 70.12%-61.6pp | 35.65%-27.1pp |
| Employer contribution / active EE | $14,286 | $2,954+383.6% | $4,343+229.0% | $2,756+418.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,404 | $8,221+2.2% | $12,688-33.8% | $6,940+21.1% |