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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 | $136,209 | $166,131-18.0% | $164,975-17.4% | $145,877-6.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.68% | 100.37%-92.7pp | 70.12%-62.4pp | 551.28%-543.6pp |
| Employer contribution / active EE | $4,343 | $5,276-17.7% | $4,3430% | $4,663-6.9% |
| Participant deferral / active EE | $7,413 | $6,962+6.5% | $6,033+22.9% | $6,691+10.8% |
| Admin fee / account holder | $1,179 | $16,648-92.9% | $12,688-90.7% | $13,402-91.2% |