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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 | $130,319 | $106,864+21.9% | $147,318-11.5% | $82,637+57.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.36% | 27.49%-14.1pp | 70.43%-57.1pp | 53.51%-40.1pp |
| Employer contribution / active EE | $8,238 | $3,417+141.1% | $4,593+79.4% | $2,552+222.8% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,475 | $8,415-70.6% | $13,708-81.9% | $7,339-66.3% |