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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 | $95,404+9.8% | $113,397-7.7% | $82,637+26.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.15% | 19.08%-9.9pp | 23.20%-14.0pp | 53.51%-44.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,614 | $4,220-14.4% | $5,076-28.8% | $4,126-12.4% |
| Admin fee / account holder | $485 | $9,168-94.7% | $11,957-95.9% | $7,339-93.4% |