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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 | $96,899 | $199,109-51.3% | $173,730-44.2% | $154,746-37.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.88% | 20.02%-12.1pp | 19.96%-12.1pp | 172.34%-164.5pp |
| Employer contribution / active EE | $5,435 | $5,311+2.3% | $4,577+18.7% | $4,379+24.1% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $640 | $20,916-96.9% | $17,523-96.3% | $14,365-95.5% |