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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 | $110,648 | $165,381-33.1% | $149,730-26.1% | $158,966-30.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.90% | 348.29%-340.4pp | 276.70%-268.8pp | 302.95%-295.1pp |
| Employer contribution / active EE | $1,435 | $5,104-71.9% | $4,645-69.1% | $4,762-69.9% |
| Participant deferral / active EE | $4,855 | $7,182-32.4% | $6,843-29.0% | $5,983-18.9% |
| Admin fee / account holder | $1,478 | $10,809-86.3% | $9,310-84.1% | $11,250-86.9% |