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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 | $104,781 | $124,330-15.7% | $109,173-4.0% | $167,536-37.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.75% | 26.04%-17.3pp | 25.75%-17.0pp | 478.82%-470.1pp |
| Employer contribution / active EE | $2,785 | $4,209-33.8% | $3,723-25.2% | $4,839-42.5% |
| Participant deferral / active EE | $5,026 | $5,256-4.4% | $4,654+8.0% | $6,342-20.8% |
| Admin fee / account holder | $3,489 | $7,974-56.2% | $6,755-48.3% | $12,315-71.7% |