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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 | $112,095 | $108,911+2.9% | $100,392+11.7% | $145,884-23.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 6.53% | 58.23%-51.7pp | 49.45%-42.9pp | 551.85%-545.3pp |
| Employer contribution / active EE | $7,500 | $4,420+69.7% | $3,941+90.3% | $4,662+60.9% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,005 | $9,698-89.6% | $7,904-87.3% | $13,392-92.5% |