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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 | $66,156 | $172,111-61.6% | $150,298-56.0% | $137,256-51.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.51% | 69.37%-59.9pp | 62.79%-53.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,607 | $4,636-65.3% | $4,154-61.3% | $4,156-61.3% |
| Participant deferral / active EE | $3,663 | $6,166-40.6% | $5,453-32.8% | $6,407-42.8% |
| Admin fee / account holder | $10,785 | $16,471-34.5% | $14,116-23.6% | $12,270-12.1% |