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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 | $116,282 | $157,304-26.1% | $141,197-17.6% | $152,909-24.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.72% | 64.34%-58.6pp | 71.41%-65.7pp | 345.46%-339.7pp |
| Employer contribution / active EE | $1,028 | $5,263-80.5% | $4,736-78.3% | $4,764-78.4% |
| Participant deferral / active EE | $6,714 | $7,111-5.6% | $6,7100% | $5,851+14.7% |
| Admin fee / account holder | $16,039 | $12,126+32.3% | $10,265+56.2% | $11,601+38.3% |