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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 | $98,643 | $178,174-44.6% | $156,181-36.8% | $137,256-28.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.07% | 84.19%-75.1pp | 64.87%-55.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $6,944 | $4,972+39.7% | $4,294+61.7% | $4,156+67.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,313 | $17,404-75.2% | $14,586-70.4% | $12,270-64.9% |