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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 | $92,975 | $148,629-37.4% | $135,982-31.6% | $139,487-33.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.17% | 79.33%-72.2pp | 68.32%-61.2pp | 373.84%-366.7pp |
| Employer contribution / active EE | $1,906 | $5,247-63.7% | $4,859-60.8% | $4,755-59.9% |
| Participant deferral / active EE | $10,342 | $8,102+27.6% | $7,760+33.3% | $6,713+54.1% |
| Admin fee / account holder | $7,367 | $12,406-40.6% | $10,767-31.6% | $11,407-35.4% |