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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 | $135,739 | $103,393+31.3% | $87,103+55.8% | $152,909-11.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 3.58% | 28.10%-24.5pp | 28.19%-24.6pp | 345.46%-341.9pp |
| Employer contribution / active EE | $9,072 | $3,221+181.7% | $2,521+259.8% | $4,764+90.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,932 | $12,195-67.8% | $7,491-47.5% | $11,601-66.1% |