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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 | $86,270 | $157,296-45.2% | $141,191-38.9% | $152,897-43.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.77% | 64.34%-50.6pp | 71.41%-57.6pp | 345.43%-331.7pp |
| Employer contribution / active EE | $5,000 | $5,262-5.0% | $4,736+5.6% | $4,764+5.0% |
| Participant deferral / active EE | $6,250 | $7,111-12.1% | $6,710-6.9% | $5,851+6.8% |
| Admin fee / account holder | $868 | $12,125-92.8% | $10,264-91.5% | $11,599-92.5% |