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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 | $129,024 | $201,344-35.9% | $184,243-30.0% | $145,877-11.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.70% | 29.01%-22.3pp | 28.82%-22.1pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,920 | $9,807-60.0% | $9,132-57.1% | $6,691-41.4% |
| Admin fee / account holder | $105,615 | $16,382+544.7% | $13,914+659.1% | $13,402+688.0% |