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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 | $93,173 | $154,754-39.8% | $124,206-25.0% | $138,895-32.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 8.56% | 709.28%-700.7pp | 515.27%-506.7pp | 145.39%-136.8pp |
| Employer contribution / active EE | $3,089 | $4,446-30.5% | $3,540-12.8% | $4,194-26.4% |
| Participant deferral / active EE | $5,155 | $4,621+11.5% | $3,968+29.9% | $6,396-19.4% |
| Admin fee / account holder | $1,162 | $6,690-82.6% | $5,929-80.4% | $12,562-90.7% |