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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 | $77,291 | $103,008-25.0% | $90,304-14.4% | $152,897-49.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 7.08% | 95.22%-88.1pp | 78.13%-71.1pp | 345.43%-338.3pp |
| Employer contribution / active EE | $3,238 | $3,139+3.1% | $2,855+13.4% | $4,764-32.0% |
| Participant deferral / active EE | $4,187 | $4,281-2.2% | $3,885+7.8% | $5,851-28.4% |
| Admin fee / account holder | $4,158 | $6,175-32.7% | $5,354-22.3% | $11,599-64.2% |