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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 | $80,696 | $91,559-11.9% | $133,978-39.8% | $79,856+1.1% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.6%+26.8pp |
| Annual return | 9.66% | 61.85%-52.2pp | 45.10%-35.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $7,233 | $2,384+203.4% | $3,919+84.6% | $2,471+192.7% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,831 | $6,321-23.6% | $8,930-45.9% | $5,306-9.0% |