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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 | $106,009 | $106,280-0.3% | $96,538+9.8% | $139,487-24.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.11% | 38.48%-29.4pp | 35.74%-26.6pp | 373.84%-364.7pp |
| Employer contribution / active EE | $3,613 | $4,107-12.0% | $3,740-3.4% | $4,755-24.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,578 | $7,888-80.0% | $6,737-76.6% | $11,407-86.2% |