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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 | $154,978 | $138,366+12.0% | $184,185-15.9% | $80,911+91.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 3.53% | 20.02%-16.5pp | 28.81%-25.3pp | 35.63%-32.1pp |
| Employer contribution / active EE | $10,263 | $4,849+111.7% | $6,426+59.7% | $2,756+272.4% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,103 | $10,484-22.7% | $13,909-41.7% | $6,935+16.9% |