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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 | $103,791 | $201,344-48.5% | $184,243-43.7% | $145,877-28.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.39% | 29.01%-21.6pp | 28.82%-21.4pp | 551.28%-543.9pp |
| Employer contribution / active EE | $2,445 | $7,022-65.2% | $6,427-62.0% | $4,663-47.6% |
| Participant deferral / active EE | $6,005 | $9,807-38.8% | $9,132-34.2% | $6,691-10.2% |
| Admin fee / account holder | $139,575 | $16,382+752.0% | $13,914+903.2% | $13,402+941.4% |