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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 | $134,202 | $138,393-3.0% | $184,256-27.2% | $80,959+65.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 6.92% | 20.01%-13.1pp | 28.85%-21.9pp | 35.67%-28.7pp |
| Employer contribution / active EE | $4,478 | $4,847-7.6% | $6,427-30.3% | $2,757+62.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,426 | $10,489-67.3% | $13,899-75.4% | $6,925-50.5% |