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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 | $103,710 | $112,729-8.0% | $98,716+5.1% | $137,256-24.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 3.31% | 38.48%-35.2pp | 31.81%-28.5pp | 220.34%-217.0pp |
| Employer contribution / active EE | $5,403 | $2,725+98.2% | $2,279+137.1% | $4,156+30.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $18,352 | $10,129+81.2% | $8,703+110.9% | $12,270+49.6% |