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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 | $112,454 | $97,550+15.3% | $120,344-6.6% | $87,485+28.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 1.91% | 18.41%-16.5pp | 20.30%-18.4pp | 26.06%-24.2pp |
| Employer contribution / active EE | $7,868 | $2,291+243.5% | $3,020+160.5% | $2,596+203.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,631 | $9,543-51.5% | $12,742-63.7% | $7,775-40.4% |