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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 | $127,109 | $106,864+18.9% | $147,318-13.7% | $82,637+53.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 2.06% | 27.49%-25.4pp | 70.43%-68.4pp | 53.51%-51.4pp |
| Employer contribution / active EE | $12,172 | $3,417+256.3% | $4,593+165.0% | $2,552+376.9% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,506 | $8,415+1.1% | $13,708-37.9% | $7,339+15.9% |