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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 | $46,071 | $208,088-77.9% | $186,193-75.3% | $154,746-70.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 7.29% | 89.97%-82.7pp | 78.03%-70.7pp | 172.34%-165.0pp |
| Employer contribution / active EE | $3,513 | $4,340-19.1% | $3,918-10.4% | $4,379-19.8% |
| Participant deferral / active EE | $8,196 | $7,078+15.8% | $6,513+25.8% | $6,730+21.8% |
| Admin fee / account holder | $2,709 | $11,698-76.8% | $11,058-75.5% | $14,365-81.1% |