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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 | $81,380 | $177,156-54.1% | $147,027-44.6% | $154,746-47.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 7.83% | 21.94%-14.1pp | 20.23%-12.4pp | 172.34%-164.5pp |
| Employer contribution / active EE | $3,719 | $4,336-14.2% | $3,626+2.6% | $4,379-15.1% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,428 | $14,904-90.4% | $12,223-88.3% | $14,365-90.1% |