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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 | $211,224-6.3% | $178,505+10.9% | $145,897+35.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.60% | 30.28%-22.7pp | 27.16%-19.6pp | 552.29%-544.7pp |
| Employer contribution / active EE | $4,138 | $4,577-9.6% | $3,955+4.6% | $4,663-11.3% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,398 | $12,109-71.9% | $10,428-67.4% | $13,390-74.6% |