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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 | $124,450 | $175,231-29.0% | $149,696-16.9% | $139,466-10.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.33% | 166.77%-160.4pp | 134.46%-128.1pp | 373.66%-367.3pp |
| Employer contribution / active EE | $2,246 | $5,478-59.0% | $4,821-53.4% | $4,754-52.8% |
| Participant deferral / active EE | $5,017 | $6,521-23.1% | $5,682-11.7% | $6,712-25.3% |
| Admin fee / account holder | $1,260 | $16,155-92.2% | $13,212-90.5% | $11,409-89.0% |