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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 | $106,278 | $106,749-0.4% | $145,433-26.9% | $82,448+28.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.17% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,230 | $3,444-35.3% | $4,554-51.0% | $2,551-12.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,305 | $8,390+22.8% | $13,129-21.5% | $7,234+42.4% |