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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 | $106,690 | $129,737-17.8% | $119,126-10.4% | $154,746-31.1% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 7.86% | 379.08%-371.2pp | 282.11%-274.2pp | 172.34%-164.5pp |
| Employer contribution / active EE | $13,698 | $4,375+213.1% | $4,034+239.6% | $4,379+212.8% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $19,874 | $11,961+66.2% | $10,693+85.9% | $14,365+38.3% |