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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 | $106,524+34.1% | $152,301-6.2% | $87,485+63.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 7.53% | 26.89%-19.4pp | 80.50%-73.0pp | 26.06%-18.5pp |
| Employer contribution / active EE | $4,423 | $3,371+31.2% | $4,624-4.4% | $2,596+70.4% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,418 | $8,287+61.9% | $14,398-6.8% | $7,775+72.6% |