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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 | $106,278 | $107,421-1.1% | $182,262-41.7% | $94,015+13.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 12.17% | 21.32%-9.1pp | 140.60%-128.4pp | 17.84%-5.7pp |
| Employer contribution / active EE | $2,230 | $3,448-35.3% | $5,046-55.8% | $2,790-20.1% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $10,305 | $8,692+18.6% | $16,712-38.3% | $8,951+15.1% |