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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 | $89,678 | $112,131-20.0% | $95,964-6.6% | $158,982-43.6% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 6.07% | 171.19%-165.1pp | 91.64%-85.6pp | 302.99%-296.9pp |
| Employer contribution / active EE | $6,500 | $3,199+103.2% | $2,541+155.8% | $4,763+36.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,254 | $10,136-58.0% | $6,797-37.4% | $11,252-62.2% |