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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 | $189,840 | $211,105-10.1% | $178,449+6.4% | $145,978+30.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.04% | 30.19%-23.2pp | 27.09%-20.0pp | 550.52%-543.5pp |
| Employer contribution / active EE | $5,322 | $4,569+16.5% | $3,951+34.7% | $4,662+14.2% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,841 | $12,017-84.7% | $10,362-82.2% | $13,400-86.3% |