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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 | $113,474 | $115,931-2.1% | $185,441-38.8% | $86,983+30.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 7.22% | 21.47%-14.2pp | 20.16%-12.9pp | 25.83%-18.6pp |
| Employer contribution / active EE | $5,839 | $2,937+98.8% | $4,672+25.0% | $2,584+125.9% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $10,233 | $10,687-4.2% | $17,890-42.8% | $7,856+30.3% |