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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 | $94,938 | $106,749-11.1% | $145,433-34.7% | $82,448+15.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 2.43% | 27.59%-25.2pp | 66.58%-64.2pp | 41.64%-39.2pp |
| Employer contribution / active EE | $8,857 | $3,444+157.1% | $4,554+94.5% | $2,551+247.2% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,457 | $8,390-58.8% | $13,129-73.7% | $7,234-52.2% |