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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 | $106,052 | $148,623-28.6% | $135,974-22.0% | $139,466-24.0% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 3.79% | 79.30%-75.5pp | 68.30%-64.5pp | 373.66%-369.9pp |
| Employer contribution / active EE | $11,547 | $5,246+120.1% | $4,859+137.7% | $4,754+142.9% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,256 | $12,406-81.8% | $10,767-79.0% | $11,409-80.2% |