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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 | $90,218 | $110,240-18.2% | $96,544-6.6% | $139,487-35.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.99% | 26.41%-17.4pp | 25.88%-16.9pp | 373.84%-364.9pp |
| Employer contribution / active EE | $4,762 | $3,622+31.5% | $2,966+60.5% | $4,755+0.2% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,978 | $11,602-31.2% | $8,254-3.4% | $11,407-30.1% |