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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 | $100,957 | $125,184-19.4% | $105,607-4.4% | $145,884-30.8% |
| Participation rate | 95.7% | 77.6%+18.0pp | 75.3%+20.4pp | 80.3%+15.3pp |
| Annual return | 7.96% | 225.00%-217.0pp | 116.11%-108.1pp | 551.85%-543.9pp |
| Employer contribution / active EE | $12,585 | $3,720+238.3% | $3,167+297.4% | $4,662+169.9% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,576 | $17,133-90.8% | $10,958-85.6% | $13,392-88.2% |