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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 | $29,744 | $162,136-81.7% | $152,301-80.5% | $154,746-80.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 9.72% | 91.02%-81.3pp | 80.50%-70.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $3,769 | $4,890-22.9% | $4,624-18.5% | $4,379-13.9% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,690 | $15,759-44.9% | $14,398-39.6% | $14,365-39.5% |