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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 | $95,108 | $56,054+69.7% | $171,082-44.4% | $62,881+51.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 3.12% | 22.52%-19.4pp | 32.56%-29.4pp | 20.14%-17.0pp |
| Employer contribution / active EE | $9,980 | $1,731+476.5% | $4,002+149.4% | $2,281+337.6% |
| Participant deferral / active EE | $6,484 | $3,158+105.3% | $4,797+35.2% | $3,203+102.4% |
| Admin fee / account holder | $2,529 | $3,647-30.6% | $8,520-70.3% | $4,296-41.1% |