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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 | $142,806 | $106,749+33.8% | $145,433-1.8% | $82,448+73.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 7.53% | 27.59%-20.1pp | 66.58%-59.0pp | 41.64%-34.1pp |
| Employer contribution / active EE | $4,423 | $3,444+28.4% | $4,554-2.9% | $2,551+73.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,418 | $8,390+59.9% | $13,129+2.2% | $7,234+85.5% |