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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 | $107,666-17.3% | $102,184-12.8% | $154,746-42.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 10.26% | 29.33%-19.1pp | 31.58%-21.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $7,059 | $3,846+83.5% | $3,594+96.4% | $4,379+61.2% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,246 | $12,943-90.4% | $11,609-89.3% | $14,365-91.3% |