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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 | $120,556 | $136,860-11.9% | $120,344+0.2% | $154,746-22.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 8.39% | 21.38%-13.0pp | 20.30%-11.9pp | 172.34%-163.9pp |
| Employer contribution / active EE | $4,722 | $3,533+33.7% | $3,020+56.4% | $4,379+7.8% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $43,072 | $15,393+179.8% | $12,742+238.0% | $14,365+199.8% |