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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 | $55,797 | $157,296-64.5% | $141,191-60.5% | $152,897-63.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.77% | 64.34%-51.6pp | 71.41%-58.6pp | 345.43%-332.7pp |
| Employer contribution / active EE | $7,515 | $5,262+42.8% | $4,736+58.7% | $4,764+57.8% |
| Participant deferral / active EE | $12,734 | $7,111+79.1% | $6,710+89.8% | $5,851+117.6% |
| Admin fee / account holder | $1,999 | $12,125-83.5% | $10,264-80.5% | $11,599-82.8% |