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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 | $111,647 | $239,571-53.4% | $183,328-39.1% | $137,256-18.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 4.22% | 35.69%-31.5pp | 29.67%-25.5pp | 220.34%-216.1pp |
| Employer contribution / active EE | $6,000 | $6,148-2.4% | $5,055+18.7% | $4,156+44.4% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,371 | $30,059-95.4% | $21,427-93.6% | $12,270-88.8% |