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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 | $96,070 | $142,972-32.8% | $214,702-55.3% | $86,983+10.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 12.54% | 18.49%-6.0pp | 54.55%-42.0pp | 25.83%-13.3pp |
| Employer contribution / active EE | $5,369 | $4,635+15.8% | $6,461-16.9% | $2,584+107.8% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $9,437 | $17,617-46.4% | $19,830-52.4% | $7,856+20.1% |