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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 | $107,455 | $96,965+10.8% | $97,995+9.7% | $147,585-27.2% |
| Participation rate | 76.9% | 83.6%-6.7pp | 82.4%-5.5pp | 82.8%-5.9pp |
| Annual return | 4.59% | 24.11%-19.5pp | 23.94%-19.3pp | 578.58%-574.0pp |
| Employer contribution / active EE | $4,462 | $4,536-1.7% | $4,158+7.3% | $4,876-8.5% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,507 | $8,120-81.4% | $5,943-74.6% | $10,886-86.2% |