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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 | $106,036 | $166,268-36.2% | $165,100-35.8% | $145,897-27.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.45% | 100.52%-93.1pp | 70.21%-62.8pp | 552.29%-544.8pp |
| Employer contribution / active EE | $3,040 | $5,284-42.5% | $4,348-30.1% | $4,663-34.8% |
| Participant deferral / active EE | $21,491 | $6,964+208.6% | $6,035+256.1% | $6,689+221.3% |
| Admin fee / account holder | $1,117 | $16,659-93.3% | $12,696-91.2% | $13,390-91.7% |