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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 | $185,312-64.3% | $161,489-59.0% | $154,746-57.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.51% | 103.84%-94.3pp | 89.72%-80.2pp | 172.34%-162.8pp |
| Employer contribution / active EE | $1,607 | $4,769-66.3% | $4,268-62.4% | $4,379-63.3% |
| Participant deferral / active EE | $3,663 | $6,350-42.3% | $5,630-34.9% | $6,730-45.6% |
| Admin fee / account holder | $10,785 | $18,654-42.2% | $16,006-32.6% | $14,365-24.9% |