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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 | $89,079 | $100,970-11.8% | $96,576-7.8% | $137,256-35.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 10.26% | 38.16%-27.9pp | 38.47%-28.2pp | 220.34%-210.1pp |
| Employer contribution / active EE | $7,059 | $3,809+85.3% | $3,553+98.7% | $4,156+69.8% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,246 | $11,312-89.0% | $11,381-89.1% | $12,270-89.8% |