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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 | $116,712 | $124,425-6.2% | $112,040+4.2% | $137,256-15.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.22% | 24.72%-20.5pp | 24.52%-20.3pp | 220.34%-216.1pp |
| Employer contribution / active EE | $17,500 | $3,411+413.0% | $2,954+492.4% | $4,156+321.1% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,211 | $15,207-59.2% | $12,098-48.7% | $12,270-49.4% |