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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 | $69,151 | $152,619-54.7% | $125,195-44.8% | $152,909-54.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 7.00% | 54.85%-47.8pp | 43.79%-36.8pp | 345.46%-338.5pp |
| Employer contribution / active EE | $3,729 | $4,947-24.6% | $3,866-3.6% | $4,764-21.7% |
| Participant deferral / active EE | $3,245 | $5,869-44.7% | $4,937-34.3% | $5,851-44.5% |
| Admin fee / account holder | $2,665 | $13,437-80.2% | $9,704-72.5% | $11,601-77.0% |