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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 | $113,036 | $106,749+5.9% | $145,433-22.3% | $82,448+37.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 8.55% | 27.59%-19.0pp | 66.58%-58.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $4,033 | $3,444+17.1% | $4,554-11.4% | $2,551+58.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,949 | $8,390-52.9% | $13,129-69.9% | $7,234-45.4% |