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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 | $71,031 | $129,737-45.2% | $119,126-40.4% | $154,746-54.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.27% | 379.08%-370.8pp | 282.11%-273.8pp | 172.34%-164.1pp |
| Employer contribution / active EE | $3,678 | $4,375-15.9% | $4,034-8.8% | $4,379-16.0% |
| Participant deferral / active EE | $5,885 | $5,842+0.7% | $5,318+10.7% | $6,730-12.6% |
| Admin fee / account holder | $4,527 | $11,961-62.1% | $10,693-57.7% | $14,365-68.5% |