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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 | $90,240 | $201,344-55.2% | $184,243-51.0% | $145,877-38.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.06% | 29.01%-21.9pp | 28.82%-21.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $8,201 | $7,022+16.8% | $6,427+27.6% | $4,663+75.9% |
| Participant deferral / active EE | $10,794 | $9,807+10.1% | $9,132+18.2% | $6,691+61.3% |
| Admin fee / account holder | $1,874 | $16,382-88.6% | $13,914-86.5% | $13,402-86.0% |