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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 | $122,149 | $106,588+14.6% | $94,215+29.6% | $155,188-21.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 3.09% | 29.39%-26.3pp | 28.22%-25.1pp | 148.84%-145.7pp |
| Employer contribution / active EE | $2,620 | $3,080-14.9% | $2,675-2.1% | $4,248-38.3% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,703 | $12,281-4.7% | $10,216+14.6% | $14,480-19.2% |