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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 | $81,586 | $87,465-6.7% | $122,979-33.7% | $65,306+24.9% |
| Participation rate | 100.0% | 66.0%+34.0pp | 77.2%+22.8pp | 57.7%+42.3pp |
| Annual return | 9.50% | 19.76%-10.3pp | 20.12%-10.6pp | 21.94%-12.4pp |
| Employer contribution / active EE | $3,465 | $2,156+60.7% | $3,062+13.2% | $1,967+76.1% |
| Participant deferral / active EE | $0 | $3,705-100.0% | $5,003-100.0% | $2,959-100.0% |
| Admin fee / account holder | $22,432 | $5,100+339.8% | $12,864+74.4% | $3,480+544.6% |