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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 | $68,589 | $92,798-26.1% | $96,707-29.1% | $137,256-50.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 10.22% | 31.24%-21.0pp | 34.78%-24.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $7,739 | $4,147+86.6% | $4,191+84.6% | $4,156+86.2% |
| Participant deferral / active EE | $4,388 | $5,877-25.3% | $5,997-26.8% | $6,407-31.5% |
| Admin fee / account holder | $61,621 | $7,946+675.5% | $7,503+721.3% | $12,270+402.2% |