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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 | $95,300 | $157,304-39.4% | $141,197-32.5% | $152,909-37.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.86% | 64.34%-59.5pp | 71.41%-66.5pp | 345.46%-340.6pp |
| Employer contribution / active EE | $4,286 | $5,263-18.6% | $4,736-9.5% | $4,764-10.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,191 | $12,126+8.8% | $10,265+28.5% | $11,601+13.7% |