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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 | $91,697 | $114,119-19.6% | $107,187-14.5% | $138,895-34.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 7.98% | 273.21%-265.2pp | 204.55%-196.6pp | 145.39%-137.4pp |
| Employer contribution / active EE | $5,950 | $4,059+46.6% | $3,782+57.3% | $4,194+41.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,255 | $10,024-67.5% | $9,162-64.5% | $12,562-74.1% |