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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 | $108,173 | $86,298+25.3% | $111,308-2.8% | $85,847+26.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 9.15% | 19.99%-10.8pp | 54.67%-45.5pp | 318.61%-309.5pp |
| Employer contribution / active EE | $1,371 | $2,044-32.9% | $2,732-49.8% | $2,565-46.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $850 | $8,189-89.6% | $7,965-89.3% | $6,261-86.4% |