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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 | $106,672 | $154,193-30.8% | $130,045-18.0% | $139,466-23.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.20% | 32.51%-29.3pp | -137.30%+140.5pp | 373.66%-370.5pp |
| Employer contribution / active EE | $3,476 | $5,292-34.3% | $4,321-19.6% | $4,754-26.9% |
| Participant deferral / active EE | $4,882 | $6,709-27.2% | $5,820-16.1% | $6,712-27.3% |
| Admin fee / account holder | $4,049 | $13,989-71.1% | $10,600-61.8% | $11,409-64.5% |