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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 | $71,415 | $103,038-30.7% | $90,324-20.9% | $152,909-53.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.05% | 95.25%-91.2pp | 78.15%-74.1pp | 345.46%-341.4pp |
| Employer contribution / active EE | $3,921 | $3,141+24.9% | $2,856+37.3% | $4,764-17.7% |
| Participant deferral / active EE | $6,909 | $4,282+61.4% | $3,885+77.8% | $5,851+18.1% |
| Admin fee / account holder | $5,194 | $6,177-15.9% | $5,356-3.0% | $11,601-55.2% |