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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 | $97,011 | $100,194-3.2% | $122,979-21.1% | $86,983+11.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 9.63% | 16.47%-6.8pp | 20.12%-10.5pp | 25.83%-16.2pp |
| Employer contribution / active EE | $8,285 | $2,326+256.3% | $3,062+170.5% | $2,584+220.6% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $761 | $10,148-92.5% | $12,864-94.1% | $7,856-90.3% |