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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 | $75,150 | $172,111-56.3% | $150,298-50.0% | $137,256-45.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.69% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $5,257 | $4,636+13.4% | $4,154+26.5% | $4,156+26.5% |
| Participant deferral / active EE | $12,752 | $6,166+106.8% | $5,453+133.9% | $6,407+99.0% |
| Admin fee / account holder | $2,518 | $16,471-84.7% | $14,116-82.2% | $12,270-79.5% |