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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 | $124,173 | $93,598+32.7% | $135,974-8.7% | $75,173+65.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 9.02% | 30.89%-21.9pp | 68.30%-59.3pp | 160.72%-151.7pp |
| Employer contribution / active EE | $5,752 | $3,538+62.6% | $4,859+18.4% | $2,671+115.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,758 | $6,978-3.2% | $10,767-37.2% | $5,651+19.6% |