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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 | $110,387 | $78,520+40.6% | $96,576+14.3% | $82,448+33.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 8.79% | 41.30%-32.5pp | 38.47%-29.7pp | 41.64%-32.8pp |
| Employer contribution / active EE | $11,190 | $2,630+325.6% | $3,553+214.9% | $2,551+338.7% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,992 | $13,455-77.8% | $11,381-73.7% | $7,234-58.6% |