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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 | $94,100 | $87,132+8.0% | $105,624-10.9% | $80,959+16.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 9.47% | 17.03%-7.6pp | 116.20%-106.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $4,643 | $2,397+93.7% | $3,168+46.6% | $2,757+68.4% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,781 | $8,449-78.9% | $10,961-83.8% | $6,925-74.3% |