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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 | $135,799 | $197,625-31.3% | $177,840-23.6% | $158,966-14.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.73% | 58.76%-56.0pp | 48.32%-45.6pp | 302.95%-300.2pp |
| Employer contribution / active EE | $1,581 | $6,698-76.4% | $5,919-73.3% | $4,762-66.8% |
| Participant deferral / active EE | $7,365 | $8,405-12.4% | $7,714-4.5% | $5,983+23.1% |
| Admin fee / account holder | $3,260 | $15,405-78.8% | $12,431-73.8% | $11,250-71.0% |