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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 | $102,687 | $199,109-48.4% | $173,730-40.9% | $154,746-33.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.85% | 20.02%-13.2pp | 19.96%-13.1pp | 172.34%-165.5pp |
| Employer contribution / active EE | $4,316 | $5,311-18.7% | $4,577-5.7% | $4,379-1.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $557 | $20,916-97.3% | $17,523-96.8% | $14,365-96.1% |