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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 | $111,651 | $162,136-31.1% | $152,301-26.7% | $154,746-27.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.35% | 91.02%-85.7pp | 80.50%-75.2pp | 172.34%-167.0pp |
| Employer contribution / active EE | $6,956 | $4,890+42.2% | $4,624+50.4% | $4,379+58.9% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,785 | $15,759-82.3% | $14,398-80.7% | $14,365-80.6% |