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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 | $100,770 | $115,814-13.0% | $101,275-0.5% | $158,982-36.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.09% | 56.16%-53.1pp | 46.48%-43.4pp | 302.99%-299.9pp |
| Employer contribution / active EE | $1,391 | $4,176-66.7% | $3,660-62.0% | $4,763-70.8% |
| Participant deferral / active EE | $2,845 | $4,958-42.6% | $4,371-34.9% | $5,983-52.5% |
| Admin fee / account holder | $1,119 | $7,249-84.6% | $5,948-81.2% | $11,252-90.1% |