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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 | $121,719 | $124,330-2.1% | $109,173+11.5% | $167,536-27.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.24% | 26.04%-16.8pp | 25.75%-16.5pp | 478.82%-469.6pp |
| Employer contribution / active EE | $23,108 | $4,209+449.0% | $3,723+520.7% | $4,839+377.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,034 | $7,974-11.8% | $6,755+4.1% | $12,315-42.9% |