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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 | $101,610 | $201,372-49.5% | $184,260-44.9% | $145,884-30.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 1.74% | 29.04%-27.3pp | 28.84%-27.1pp | 551.85%-550.1pp |
| Employer contribution / active EE | $15,044 | $7,024+114.2% | $6,427+134.1% | $4,662+222.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,592 | $16,362-78.0% | $13,898-74.2% | $13,392-73.2% |