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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 | $87,909 | $183,539-52.1% | $155,556-43.5% | $145,897-39.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.25% | 61.31%-56.1pp | 64.84%-59.6pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,854 | $5,315-65.1% | $4,675-60.4% | $4,663-60.2% |
| Participant deferral / active EE | $5,688 | $6,467-12.1% | $5,631+1.0% | $6,689-15.0% |
| Admin fee / account holder | $6,837 | $19,275-64.5% | $15,885-57.0% | $13,390-48.9% |