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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 | $115,157 | $95,404+20.7% | $113,397+1.6% | $82,637+39.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 6.27% | 19.08%-12.8pp | 23.20%-16.9pp | 53.51%-47.2pp |
| Employer contribution / active EE | $10,087 | $2,307+337.3% | $2,977+238.8% | $2,552+295.2% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24,425 | $9,168+166.4% | $11,957+104.3% | $7,339+232.8% |