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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 | $116,368 | $109,359+6.4% | $162,185-28.2% | $72,976+59.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 2.91% | 25.46%-22.6pp | 115.61%-112.7pp | 81.02%-78.1pp |
| Employer contribution / active EE | $5,038 | $3,907+28.9% | $5,613-10.2% | $2,440+106.5% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,841 | $7,972-64.4% | $10,844-73.8% | $5,124-44.6% |