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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 | $113,659 | $157,296-27.7% | $141,191-19.5% | $152,897-25.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.55% | 64.34%-50.8pp | 71.41%-57.9pp | 345.43%-331.9pp |
| Employer contribution / active EE | $5,296 | $5,262+0.6% | $4,736+11.8% | $4,764+11.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,059 | $12,125-91.3% | $10,264-89.7% | $11,599-90.9% |