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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 | $76,698 | $56,116+36.7% | $135,768-43.5% | $86,983-11.8% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 7.30% | 125.33%-118.0pp | 526.10%-518.8pp | 25.83%-18.5pp |
| Employer contribution / active EE | $3,754 | $1,528+145.7% | $3,394+10.6% | $2,584+45.2% |
| Participant deferral / active EE | $4,405 | $2,690+63.8% | $3,977+10.7% | $4,194+5.0% |
| Admin fee / account holder | $3,142 | $4,314-27.2% | $7,048-55.4% | $7,856-60.0% |