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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 | $101,369 | $210,510-51.8% | $153,500-34.0% | $145,877-30.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.76% | 13.45%-7.7pp | 15.70%-9.9pp | 551.28%-545.5pp |
| Employer contribution / active EE | $8,625 | $6,052+42.5% | $5,039+71.2% | $4,663+85.0% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,176 | $19,455-94.0% | $12,736-90.8% | $13,402-91.2% |