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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 | $94,665 | $103,387-8.4% | $87,102+8.7% | $152,885-38.1% |
| Participation rate | 95.2% | 79.4%+15.9pp | 76.9%+18.4pp | 82.5%+12.8pp |
| Annual return | 10.18% | 28.10%-17.9pp | 28.19%-18.0pp | 345.39%-335.2pp |
| Employer contribution / active EE | $5,981 | $3,221+85.7% | $2,521+137.2% | $4,763+25.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,858 | $12,193-76.6% | $7,491-61.8% | $11,598-75.4% |