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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 | $65,116 | $100,970-35.5% | $96,576-32.6% | $137,256-52.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 9.10% | 38.16%-29.1pp | 38.47%-29.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,600 | $8,286+15.9% | $7,956+20.7% | $6,407+49.8% |
| Admin fee / account holder | $117,830 | $11,312+941.7% | $11,381+935.3% | $12,270+860.3% |