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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 | $109,042 | $80,983+34.6% | $96,544+12.9% | $75,177+45.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 4.53% | 27.05%-22.5pp | 25.88%-21.4pp | 160.75%-156.2pp |
| Employer contribution / active EE | $10,009 | $2,282+338.5% | $2,966+237.4% | $2,671+274.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,921 | $6,717-41.6% | $8,254-52.5% | $5,651-30.6% |