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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 | $112,214 | $124,425-9.8% | $112,040+0.2% | $137,256-18.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.41% | 24.72%-20.3pp | 24.52%-20.1pp | 220.34%-215.9pp |
| Employer contribution / active EE | $2,306 | $3,411-32.4% | $2,954-21.9% | $4,156-44.5% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,434 | $15,207-77.4% | $12,098-71.6% | $12,270-72.0% |