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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 | $98,045 | $155,555-37.0% | $146,866-33.2% | $155,188-36.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.57% | 115.41%-105.8pp | 102.85%-93.3pp | 148.84%-139.3pp |
| Employer contribution / active EE | $3,011 | $4,647-35.2% | $4,425-31.9% | $4,248-29.1% |
| Participant deferral / active EE | $6,417 | $8,044-20.2% | $7,759-17.3% | $6,531-1.8% |
| Admin fee / account holder | $92,082 | $14,755+524.1% | $13,620+576.1% | $14,480+535.9% |