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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 | $79,106 | $209,425-62.2% | $178,499-55.7% | $158,966-50.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.08% | 188.80%-185.7pp | 151.10%-148.0pp | 302.95%-299.9pp |
| Employer contribution / active EE | $5,618 | $5,707-1.6% | $5,011+12.1% | $4,762+18.0% |
| Participant deferral / active EE | $2,462 | $5,955-58.7% | $5,202-52.7% | $5,983-58.8% |
| Admin fee / account holder | $31,175 | $17,078+82.5% | $13,986+122.9% | $11,250+177.1% |