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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 | $119,357 | $172,111-30.7% | $150,298-20.6% | $137,256-13.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.87% | 69.37%-62.5pp | 62.79%-55.9pp | 220.34%-213.5pp |
| Employer contribution / active EE | $7,210 | $4,636+55.5% | $4,154+73.6% | $4,156+73.5% |
| Participant deferral / active EE | $5,208 | $6,166-15.5% | $5,453-4.5% | $6,407-18.7% |
| Admin fee / account holder | $845 | $16,471-94.9% | $14,116-94.0% | $12,270-93.1% |