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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 | $132,905 | $166,131-20.0% | $164,975-19.4% | $145,877-8.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.22% | 100.37%-94.2pp | 70.12%-63.9pp | 551.28%-545.1pp |
| Employer contribution / active EE | $3,959 | $5,276-24.9% | $4,343-8.8% | $4,663-15.1% |
| Participant deferral / active EE | $5,235 | $6,962-24.8% | $6,033-13.2% | $6,691-21.8% |
| Admin fee / account holder | $7,251 | $16,648-56.4% | $12,688-42.8% | $13,402-45.9% |