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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 | $139,917 | $157,270-11.0% | $141,173-0.9% | $152,870-8.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.45% | 64.33%-51.9pp | 71.40%-58.9pp | 345.34%-332.9pp |
| Employer contribution / active EE | $2,655 | $5,261-49.5% | $4,735-43.9% | $4,763-44.3% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,951 | $12,121-83.9% | $10,262-81.0% | $11,597-83.2% |