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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 | $108,334 | $148,623-27.1% | $135,974-20.3% | $139,466-22.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.54% | 79.30%-69.8pp | 68.30%-58.8pp | 373.66%-364.1pp |
| Employer contribution / active EE | $6,551 | $5,246+24.9% | $4,859+34.8% | $4,754+37.8% |
| Participant deferral / active EE | $7,579 | $8,103-6.5% | $7,760-2.3% | $6,712+12.9% |
| Admin fee / account holder | $4,123 | $12,406-66.8% | $10,767-61.7% | $11,409-63.9% |