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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 | $114,119-5.6% | $107,187+0.5% | $138,895-22.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 2.09% | 273.21%-271.1pp | 204.55%-202.5pp | 145.39%-143.3pp |
| Employer contribution / active EE | $8,571 | $4,059+111.2% | $3,782+126.6% | $4,194+104.4% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,014 | $10,024-89.9% | $9,162-88.9% | $12,562-91.9% |