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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 | $104,132 | $117,444-11.3% | $99,479+4.7% | $152,909-31.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 3.81% | 31.87%-28.1pp | 30.72%-26.9pp | 345.46%-341.7pp |
| Employer contribution / active EE | $3,857 | $3,014+28.0% | $2,540+51.8% | $4,764-19.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,333 | $7,635+153.2% | $6,253+209.2% | $11,601+66.7% |