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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 | $128,389 | $111,301+15.4% | $112,977+13.6% | $158,982-19.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 5.10% | 26.40%-21.3pp | 24.24%-19.1pp | 302.99%-297.9pp |
| Employer contribution / active EE | $8,365 | $4,471+87.1% | $4,255+96.6% | $4,763+75.6% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $373 | $8,392-95.6% | $6,294-94.1% | $11,252-96.7% |