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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 | $123,364 | $149,679-17.6% | $117,039+5.4% | $147,586-16.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 6.82% | 19.31%-12.5pp | 18.95%-12.1pp | 578.59%-571.8pp |
| Employer contribution / active EE | $7,884 | $4,937+59.7% | $3,785+108.3% | $4,876+61.7% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,287 | $7,856-83.6% | $5,974-78.5% | $10,886-88.2% |