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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 | $109,620+8.9% | $148,496-19.6% | $94,015+27.0% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 8.34% | 17.54%-9.2pp | 12.33%-4.0pp | 17.84%-9.5pp |
| Employer contribution / active EE | $1,721 | $2,618-34.3% | $3,497-50.8% | $2,790-38.3% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,334 | $10,050-37.0% | $19,547-67.6% | $8,951-29.2% |