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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 | $117,310 | $157,276-25.4% | $141,177-16.9% | $152,885-23.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.64% | 64.33%-59.7pp | 71.40%-66.8pp | 345.39%-340.7pp |
| Employer contribution / active EE | $9,524 | $5,262+81.0% | $4,736+101.1% | $4,763+99.9% |
| Participant deferral / active EE | $3,490 | $7,110-50.9% | $6,710-48.0% | $5,851-40.3% |
| Admin fee / account holder | $2,222 | $12,123-81.7% | $10,263-78.4% | $11,598-80.8% |