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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 | $107,703 | $125,797-14.4% | $170,057-36.7% | $75,177+43.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 5.23% | 27.20%-22.0pp | 53.42%-48.2pp | 160.75%-155.5pp |
| Employer contribution / active EE | $13,709 | $4,616+197.0% | $6,790+101.9% | $2,671+413.2% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,481 | $8,177-69.7% | $12,826-80.7% | $5,651-56.1% |