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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 | $64,216 | $137,414-53.3% | $189,545-66.1% | $85,851-25.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 8.53% | 38.14%-29.6pp | 555.36%-546.8pp | 318.63%-310.1pp |
| Employer contribution / active EE | $3,297 | $4,344-24.1% | $6,162-46.5% | $2,565+28.5% |
| Participant deferral / active EE | $3,296 | $6,260-47.3% | $8,220-59.9% | $3,952-16.6% |
| Admin fee / account holder | $6,299 | $8,630-27.0% | $12,049-47.7% | $6,261+0.6% |