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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 | $104,751 | $97,648+7.3% | $121,663-13.9% | $87,485+19.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 8.02% | 18.03%-10.0pp | 147.54%-139.5pp | 26.06%-18.0pp |
| Employer contribution / active EE | $5,172 | $2,300+124.8% | $3,020+71.3% | $2,596+99.2% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,218 | $11,100-80.0% | $14,289-84.5% | $7,775-71.5% |