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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 | $103,947 | $106,864-2.7% | $147,318-29.4% | $82,637+25.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.74% | 27.49%-13.7pp | 70.43%-56.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,898 | $3,417-44.5% | $4,593-58.7% | $2,552-25.6% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,055 | $8,415-87.5% | $13,708-92.3% | $7,339-85.6% |