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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 | $203,747 | $157,304+29.5% | $141,197+44.3% | $152,909+33.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.37% | 64.34%-60.0pp | 71.41%-67.0pp | 345.46%-341.1pp |
| Employer contribution / active EE | $4,270 | $5,263-18.9% | $4,736-9.8% | $4,764-10.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,704 | $12,126-28.2% | $10,265-15.2% | $11,601-25.0% |