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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 | $85,095 | $185,905-54.2% | $170,057-50.0% | $139,487-39.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 3.72% | 60.56%-56.8pp | 53.42%-49.7pp | 373.84%-370.1pp |
| Employer contribution / active EE | $7,500 | $7,597-1.3% | $6,790+10.4% | $4,755+57.7% |
| Participant deferral / active EE | $3,141 | $11,627-73.0% | $10,411-69.8% | $6,713-53.2% |
| Admin fee / account holder | $700 | $15,397-95.5% | $12,826-94.5% | $11,407-93.9% |