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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 | $170,595 | $201,370-15.3% | $184,256-7.4% | $145,897+16.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.13% | 29.05%-25.9pp | 28.85%-25.7pp | 552.29%-549.2pp |
| Employer contribution / active EE | $7,852 | $7,024+11.8% | $6,427+22.2% | $4,663+68.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,400 | $16,364-42.6% | $13,899-32.4% | $13,390-29.8% |