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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 | $66,743 | $165,381-59.6% | $149,730-55.4% | $158,966-58.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.76% | 348.29%-342.5pp | 276.70%-270.9pp | 302.95%-297.2pp |
| Employer contribution / active EE | $3,027 | $5,104-40.7% | $4,645-34.8% | $4,762-36.4% |
| Participant deferral / active EE | $6,380 | $7,182-11.2% | $6,843-6.8% | $5,983+6.6% |
| Admin fee / account holder | $17,655 | $10,809+63.3% | $9,310+89.6% | $11,250+56.9% |