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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 | $111,393 | $96,508+15.4% | $75,901+46.8% | $152,897-27.1% |
| Participation rate | 77.8% | 76.2%+1.6pp | 69.3%+8.5pp | 82.5%-4.7pp |
| Annual return | 2.18% | 33.99%-31.8pp | 30.76%-28.6pp | 345.43%-343.3pp |
| Employer contribution / active EE | $13,426 | $3,310+305.6% | $2,501+436.9% | $4,764+181.9% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,611 | $8,081+56.1% | $5,420+132.7% | $11,599+8.7% |