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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 | $120,682 | $107,941+11.8% | $91,994+31.2% | $152,909-21.1% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.5%-2.5pp |
| Annual return | 7.45% | 89.28%-81.8pp | 69.04%-61.6pp | 345.46%-338.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,406 | $6,366+16.3% | $5,924+25.0% | $5,851+26.6% |
| Admin fee / account holder | $1,086 | $10,521-89.7% | $7,744-86.0% | $11,601-90.6% |