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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 | $111,656 | $46,877+138.2% | $122,354-8.7% | $70,126+59.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 10.45% | 24.22%-13.8pp | 30.28%-19.8pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,097 | $2,167+181.3% | $3,287+85.5% | $3,332+83.0% |
| Admin fee / account holder | $2,444 | $3,324-26.5% | $5,479-55.4% | $4,645-47.4% |