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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 | $80,870 | $77,460+4.4% | $100,378-19.4% | $80,925-0.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 10.84% | 37.24%-26.4pp | 49.41%-38.6pp | 35.65%-24.8pp |
| Employer contribution / active EE | $4,235 | $2,801+51.2% | $3,942+7.4% | $2,756+53.6% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,514 | $5,887-57.3% | $7,899-68.2% | $6,940-63.8% |