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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 | $104,751 | $94,031+11.4% | $115,768-9.5% | $82,448+27.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 8.02% | 20.61%-12.6pp | 100.46%-92.4pp | 41.64%-33.6pp |
| Employer contribution / active EE | $5,172 | $2,323+122.6% | $2,940+75.9% | $2,551+102.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,218 | $10,249-78.4% | $12,439-82.2% | $7,234-69.3% |