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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 | $104,710 | $100,194+4.5% | $122,979-14.9% | $86,983+20.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 9.15% | 16.47%-7.3pp | 20.12%-11.0pp | 25.83%-16.7pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,614 | $4,133-12.6% | $5,003-27.8% | $4,194-13.8% |
| Admin fee / account holder | $485 | $10,148-95.2% | $12,864-96.2% | $7,856-93.8% |