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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 | $90,323 | $157,304-42.6% | $141,197-36.0% | $152,909-40.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.88% | 64.34%-56.5pp | 71.41%-63.5pp | 345.46%-337.6pp |
| Employer contribution / active EE | $4,837 | $5,263-8.1% | $4,736+2.1% | $4,764+1.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,431 | $12,126-63.5% | $10,265-56.8% | $11,601-61.8% |