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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 | $98,045 | $154,228-36.4% | $145,433-32.6% | $137,256-28.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.57% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $3,011 | $4,804-37.3% | $4,554-33.9% | $4,156-27.6% |
| Participant deferral / active EE | $6,417 | $8,216-21.9% | $7,897-18.7% | $6,407+0.2% |
| Admin fee / account holder | $92,082 | $14,344+542.0% | $13,129+601.4% | $12,270+650.5% |