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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 | $121,848 | $157,296-22.5% | $141,191-13.7% | $152,897-20.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.80% | 64.34%-52.5pp | 71.41%-59.6pp | 345.43%-333.6pp |
| Employer contribution / active EE | $3,240 | $5,262-38.4% | $4,736-31.6% | $4,764-32.0% |
| Participant deferral / active EE | $3,678 | $7,111-48.3% | $6,710-45.2% | $5,851-37.1% |
| Admin fee / account holder | $1,135 | $12,125-90.6% | $10,264-88.9% | $11,599-90.2% |