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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 | $89,715 | $105,145-14.7% | $94,664-5.2% | $139,466-35.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.53% | 38.09%-26.6pp | 156.84%-145.3pp | 373.66%-362.1pp |
| Employer contribution / active EE | $1,798 | $4,107-56.2% | $3,673-51.1% | $4,754-62.2% |
| Participant deferral / active EE | $3,498 | $7,599-54.0% | $7,417-52.8% | $6,712-47.9% |
| Admin fee / account holder | $2,400 | $8,972-73.2% | $7,222-66.8% | $11,409-79.0% |