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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 | $85,515 | $176,105-51.4% | $159,474-46.4% | $167,536-49.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.57% | 331.91%-325.3pp | 263.68%-257.1pp | 478.82%-472.2pp |
| Employer contribution / active EE | $3,517 | $5,299-33.6% | $4,831-27.2% | $4,839-27.3% |
| Participant deferral / active EE | $7,429 | $7,751-4.2% | $7,353+1.0% | $6,342+17.1% |
| Admin fee / account holder | $1,332 | $12,559-89.4% | $10,802-87.7% | $12,315-89.2% |