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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 | $108,959 | $117,829-7.5% | $102,423+6.4% | $145,877-25.3% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.1pp |
| Annual return | 1.59% | 31.83%-30.2pp | 29.42%-27.8pp | 551.28%-549.7pp |
| Employer contribution / active EE | $4,278 | $3,615+18.3% | $3,023+41.5% | $4,663-8.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,749 | $13,335-64.4% | $9,455-49.8% | $13,402-64.6% |