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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 | $96,664 | $102,638-5.8% | $81,991+17.9% | $158,966-39.2% |
| Participation rate | 94.4% | 75.5%+18.9pp | 69.3%+25.2pp | 82.0%+12.5pp |
| Annual return | 5.78% | 61.05%-55.3pp | 41.31%-35.5pp | 302.95%-297.2pp |
| Employer contribution / active EE | $5,556 | $3,241+71.4% | $2,498+122.4% | $4,762+16.7% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,039 | $8,237-38.8% | $5,665-11.1% | $11,250-55.2% |