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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 | $79,056 | $185,883-57.5% | $170,043-53.5% | $139,466-43.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.12% | 60.54%-51.4pp | 53.40%-44.3pp | 373.66%-364.5pp |
| Employer contribution / active EE | $5,051 | $7,596-33.5% | $6,790-25.6% | $4,754+6.3% |
| Participant deferral / active EE | $6,778 | $11,626-41.7% | $10,410-34.9% | $6,712+1.0% |
| Admin fee / account holder | $57,304 | $15,393+272.3% | $12,824+346.8% | $11,409+402.3% |