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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 | $98,379 | $185,856-47.1% | $170,028-42.1% | $139,456-29.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 9.42% | 60.52%-51.1pp | 53.39%-44.0pp | 373.45%-364.0pp |
| Employer contribution / active EE | $5,394 | $7,593-29.0% | $6,788-20.5% | $4,753+13.5% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,650 | $15,387-63.3% | $12,820-55.9% | $11,407-50.5% |