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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 | $102,981 | $155,555-33.8% | $146,866-29.9% | $155,188-33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.32% | 115.41%-106.1pp | 102.85%-93.5pp | 148.84%-139.5pp |
| Employer contribution / active EE | $8,032 | $4,647+72.9% | $4,425+81.5% | $4,248+89.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,875 | $14,755+27.9% | $13,620+38.6% | $14,480+30.4% |