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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 | $121,604 | $166,131-26.8% | $164,975-26.3% | $145,877-16.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.17% | 100.37%-92.2pp | 70.12%-61.9pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,306 | $5,276-75.3% | $4,343-69.9% | $4,663-72.0% |
| Participant deferral / active EE | $3,391 | $6,962-51.3% | $6,033-43.8% | $6,691-49.3% |
| Admin fee / account holder | $12,167 | $16,648-26.9% | $12,688-4.1% | $13,402-9.2% |