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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 | $133,230 | $201,370-33.8% | $184,256-27.7% | $145,897-8.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.79% | 29.05%-21.3pp | 28.85%-21.1pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,656 | $7,024-76.4% | $6,427-74.2% | $4,663-64.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,434 | $16,364-66.8% | $13,899-60.9% | $13,390-59.4% |