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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 | $134,689 | $99,633+35.2% | $183,328-26.5% | $82,448+63.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 77.3%+22.7pp | 68.1%+31.9pp |
| Annual return | 6.10% | 17.84%-11.7pp | 29.67%-23.6pp | 41.64%-35.5pp |
| Employer contribution / active EE | $7,368 | $3,256+126.3% | $5,055+45.8% | $2,551+188.8% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,795-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,632 | $9,934-3.0% | $21,427-55.0% | $7,234+33.1% |