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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 | $121,120 | $166,268-27.2% | $165,100-26.6% | $145,897-17.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.12% | 100.52%-92.4pp | 70.21%-62.1pp | 552.29%-544.2pp |
| Employer contribution / active EE | $4,731 | $5,284-10.5% | $4,348+8.8% | $4,663+1.5% |
| Participant deferral / active EE | $11,157 | $6,964+60.2% | $6,035+84.9% | $6,689+66.8% |
| Admin fee / account holder | $2,209 | $16,659-86.7% | $12,696-82.6% | $13,390-83.5% |