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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 | $69,033 | $110,410-37.5% | $102,437-32.6% | $145,897-52.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.96% | 24.85%-15.9pp | 24.95%-16.0pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,273 | $4,217-22.4% | $3,871-15.4% | $4,663-29.8% |
| Participant deferral / active EE | $9,137 | $5,622+62.5% | $5,060+80.6% | $6,689+36.6% |
| Admin fee / account holder | $3,391 | $9,745-65.2% | $8,388-59.6% | $13,390-74.7% |