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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 | $110,747 | $114,119-3.0% | $107,187+3.3% | $138,895-20.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.81% | 273.21%-264.4pp | 204.55%-195.7pp | 145.39%-136.6pp |
| Employer contribution / active EE | $4,134 | $4,059+1.9% | $3,782+9.3% | $4,194-1.4% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $758 | $10,024-92.4% | $9,162-91.7% | $12,562-94.0% |