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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 | $79,924 | $217,432-63.2% | $185,849-57.0% | $167,536-52.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.59% | 148.42%-139.8pp | 122.10%-113.5pp | 478.82%-470.2pp |
| Employer contribution / active EE | $4,465 | $5,875-24.0% | $5,169-13.6% | $4,839-7.7% |
| Participant deferral / active EE | $8,150 | $6,357+28.2% | $5,569+46.4% | $6,342+28.5% |
| Admin fee / account holder | $8,102 | $19,818-59.1% | $16,244-50.1% | $12,315-34.2% |