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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 | $100,276 | $166,242-39.7% | $165,071-39.3% | $145,884-31.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.30% | 100.44%-92.1pp | 70.17%-61.9pp | 551.85%-543.5pp |
| Employer contribution / active EE | $3,704 | $5,283-29.9% | $4,347-14.8% | $4,662-20.6% |
| Participant deferral / active EE | $6,897 | $6,964-1.0% | $6,035+14.3% | $6,690+3.1% |
| Admin fee / account holder | $3,765 | $16,658-77.4% | $12,695-70.3% | $13,392-71.9% |