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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 | $99,137 | $223,823-55.7% | $211,142-53.0% | $154,746-35.9% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 7.49% | 50.39%-42.9pp | 46.84%-39.3pp | 172.34%-164.8pp |
| Employer contribution / active EE | $5,592 | $6,787-17.6% | $6,442-13.2% | $4,379+27.7% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,700 | $19,707-81.2% | $19,076-80.6% | $14,365-74.2% |