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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 | $119,414 | $94,031+27.0% | $115,768+3.2% | $82,448+44.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 8.34% | 20.61%-12.3pp | 100.46%-92.1pp | 41.64%-33.3pp |
| Employer contribution / active EE | $1,721 | $2,323-25.9% | $2,940-41.5% | $2,551-32.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,334 | $10,249-38.2% | $12,439-49.1% | $7,234-12.4% |