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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 | $85,720 | $175,231-51.1% | $149,696-42.7% | $139,466-38.5% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 10.39% | 166.77%-156.4pp | 134.46%-124.1pp | 373.66%-363.3pp |
| Employer contribution / active EE | $3,571 | $5,478-34.8% | $4,821-25.9% | $4,754-24.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $937 | $16,155-94.2% | $13,212-92.9% | $11,409-91.8% |