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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 | $106,592 | $171,272-37.8% | $127,803-16.6% | $152,897-30.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 11.53% | 23.54%-12.0pp | 26.14%-14.6pp | 345.43%-333.9pp |
| Employer contribution / active EE | $5,277 | $5,451-3.2% | $4,576+15.3% | $4,764+10.8% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $38,223 | $14,540+162.9% | $9,399+306.7% | $11,599+229.5% |