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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 | $94,988 | $115,225-17.6% | $100,712-5.7% | $138,895-31.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 8.13% | 40.35%-32.2pp | 33.27%-25.1pp | 145.39%-137.3pp |
| Employer contribution / active EE | $4,348 | $2,771+56.9% | $2,313+88.0% | $4,194+3.7% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,525 | $10,844-30.6% | $9,256-18.7% | $12,562-40.1% |