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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 | $148,096 | $162,967-9.1% | $135,792+9.1% | $138,895+6.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 8.74% | 30.08%-21.3pp | 25.96%-17.2pp | 145.39%-136.7pp |
| Employer contribution / active EE | $9,091 | $4,211+115.9% | $3,496+160.1% | $4,194+116.7% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,682 | $15,306-89.0% | $12,266-86.3% | $12,562-86.6% |