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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 | $107,711 | $129,737-17.0% | $119,126-9.6% | $154,746-30.4% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 2.09% | 379.08%-377.0pp | 282.11%-280.0pp | 172.34%-170.3pp |
| Employer contribution / active EE | $8,571 | $4,375+95.9% | $4,034+112.5% | $4,379+95.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,014 | $11,961-91.5% | $10,693-90.5% | $14,365-92.9% |