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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 | $95,921 | $178,174-46.2% | $156,181-38.6% | $137,256-30.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.65% | 84.19%-76.5pp | 64.87%-57.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $2,105 | $4,972-57.7% | $4,294-51.0% | $4,156-49.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,582 | $17,404-90.9% | $14,586-89.2% | $12,270-87.1% |