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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 | $109,106 | $123,793-11.9% | $177,848-38.7% | $79,856+36.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 8.46% | 22.82%-14.4pp | 48.33%-39.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $17,009 | $4,095+315.3% | $5,919+187.4% | $2,471+588.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,735 | $7,243-7.0% | $12,431-45.8% | $5,306+26.9% |