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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 | $104,163 | $148,629-29.9% | $135,982-23.4% | $139,487-25.3% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 5.69% | 79.33%-73.6pp | 68.32%-62.6pp | 373.84%-368.2pp |
| Employer contribution / active EE | $2,075 | $5,247-60.4% | $4,859-57.3% | $4,755-56.4% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,720 | $12,406-86.1% | $10,767-84.0% | $11,407-84.9% |