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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 | $108,108 | $111,814-3.3% | $103,374+4.6% | $145,959-25.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.80% | 24.77%-16.0pp | 24.89%-16.1pp | 561.95%-553.1pp |
| Employer contribution / active EE | $7,514 | $4,214+78.3% | $3,869+94.2% | $4,661+61.2% |
| Participant deferral / active EE | $13,098 | $5,618+133.1% | $5,058+159.0% | $6,689+95.8% |
| Admin fee / account holder | $75,817 | $9,754+677.3% | $8,394+803.2% | $13,398+465.9% |