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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 | $110,848 | $78,670+40.9% | $109,173+1.5% | $85,847+29.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.99% | 25.09%-14.1pp | 25.75%-14.8pp | 318.61%-307.6pp |
| Employer contribution / active EE | $2,703 | $2,734-1.1% | $3,723-27.4% | $2,565+5.4% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,190 | $5,469-41.7% | $6,755-52.8% | $6,261-49.0% |