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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 | $197,891 | $211,239-6.3% | $178,528+10.8% | $145,877+35.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.60% | 30.22%-22.6pp | 27.11%-19.5pp | 551.28%-543.7pp |
| Employer contribution / active EE | $4,138 | $4,570-9.5% | $3,950+4.7% | $4,663-11.3% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,398 | $12,095-71.9% | $10,419-67.4% | $13,402-74.6% |