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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 | $96,900 | $114,119-15.1% | $107,187-9.6% | $138,895-30.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.80% | 273.21%-263.4pp | 204.55%-194.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $3,288 | $4,059-19.0% | $3,782-13.1% | $4,194-21.6% |
| Participant deferral / active EE | $4,475 | $5,538-19.2% | $5,096-12.2% | $6,396-30.0% |
| Admin fee / account holder | $16,266 | $10,024+62.3% | $9,162+77.5% | $12,562+29.5% |