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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 | $171,492-37.2% | $150,734-28.5% | $198,609-45.8% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 2.09% | 804.70%-802.6pp | 600.81%-598.7pp | 202.70%-200.6pp |
| Employer contribution / active EE | $8,571 | $5,470+56.7% | $4,918+74.3% | $5,055+69.6% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,014 | $17,628-94.2% | $14,905-93.2% | $19,030-94.7% |