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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 | $113,438 | $97,550+16.3% | $120,344-5.7% | $87,485+29.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 10.28% | 18.41%-8.1pp | 20.30%-10.0pp | 26.06%-15.8pp |
| Employer contribution / active EE | $6,207 | $2,291+171.0% | $3,020+105.5% | $2,596+139.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,719 | $9,543-82.0% | $12,742-86.5% | $7,775-77.9% |