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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 | $108,968 | $157,304-30.7% | $141,197-22.8% | $152,909-28.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.27% | 64.34%-54.1pp | 71.41%-61.1pp | 345.46%-335.2pp |
| Employer contribution / active EE | $1,519 | $5,263-71.1% | $4,736-67.9% | $4,764-68.1% |
| Participant deferral / active EE | $4,098 | $7,111-42.4% | $6,710-38.9% | $5,851-30.0% |
| Admin fee / account holder | $1,752 | $12,126-85.6% | $10,265-82.9% | $11,601-84.9% |