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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 | $91,258 | $69,230+31.8% | $64,085+42.4% | $139,427-34.5% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 8.16% | 45.89%-37.7pp | 33.69%-25.5pp | 373.27%-365.1pp |
| Employer contribution / active EE | $2,775 | $3,182-12.8% | $2,747+1.0% | $4,752-41.6% |
| Participant deferral / active EE | $0 | $4,681-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,166 | $4,246+21.7% | $3,069+68.3% | $11,404-54.7% |