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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 | $129,102 | $139,948-7.7% | $121,663+6.1% | $154,746-16.6% |
| Participation rate | 88.9% | 78.0%+10.9pp | 74.5%+14.4pp | 80.7%+8.2pp |
| Annual return | 5.09% | 230.52%-225.4pp | 147.54%-142.5pp | 172.34%-167.2pp |
| Employer contribution / active EE | $8,021 | $3,521+127.8% | $3,020+165.6% | $4,379+83.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,366 | $17,321-74.8% | $14,289-69.4% | $14,365-69.6% |