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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 | $112,435 | $53,837+108.8% | $75,714+48.5% | $85,847+31.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.07% | 24.54%-12.5pp | 104.62%-92.6pp | 318.61%-306.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,913 | $2,895+35.2% | $3,820+2.4% | $3,952-1.0% |
| Admin fee / account holder | $6,919 | $3,339+107.2% | $3,619+91.2% | $6,261+10.5% |