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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 | $114,075 | $114,712-0.6% | $173,730-34.3% | $87,485+30.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 6.44% | 20.18%-13.7pp | 19.96%-13.5pp | 26.06%-19.6pp |
| Employer contribution / active EE | $9,091 | $2,904+213.0% | $4,577+98.6% | $2,596+250.2% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,184 | $10,210-29.6% | $17,523-59.0% | $7,775-7.6% |