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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 | $101,614 | $114,119-11.0% | $107,187-5.2% | $138,895-26.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 7.80% | 273.21%-265.4pp | 204.55%-196.7pp | 145.39%-137.6pp |
| Employer contribution / active EE | $2,973 | $4,059-26.7% | $3,782-21.4% | $4,194-29.1% |
| Participant deferral / active EE | $4,024 | $5,538-27.3% | $5,096-21.0% | $6,396-37.1% |
| Admin fee / account holder | $17,744 | $10,024+77.0% | $9,162+93.7% | $12,562+41.3% |