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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 | $74,650 | $148,623-49.8% | $135,974-45.1% | $139,466-46.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.83% | 79.30%-67.5pp | 68.30%-56.5pp | 373.66%-361.8pp |
| Employer contribution / active EE | $3,760 | $5,246-28.3% | $4,859-22.6% | $4,754-20.9% |
| Participant deferral / active EE | $6,506 | $8,103-19.7% | $7,760-16.2% | $6,712-3.1% |
| Admin fee / account holder | $1,191 | $12,406-90.4% | $10,767-88.9% | $11,409-89.6% |