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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 | $74,324 | $98,766-24.7% | $149,730-50.4% | $79,852-6.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.50% | 27.43%-15.9pp | 276.70%-265.2pp | 31.72%-20.2pp |
| Employer contribution / active EE | $3,546 | $3,217+10.2% | $4,645-23.7% | $2,471+43.5% |
| Participant deferral / active EE | $3,951 | $5,681-30.4% | $6,843-42.3% | $3,740+5.6% |
| Admin fee / account holder | $22,268 | $6,052+267.9% | $9,310+139.2% | $5,306+319.7% |