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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 | $119,670 | $148,582-19.5% | $135,942-12.0% | $139,456-14.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.51% | 79.26%-72.7pp | 68.28%-61.8pp | 373.45%-366.9pp |
| Employer contribution / active EE | $2,948 | $5,245-43.8% | $4,858-39.3% | $4,753-38.0% |
| Participant deferral / active EE | $5,355 | $8,101-33.9% | $7,759-31.0% | $6,711-20.2% |
| Admin fee / account holder | $13,776 | $12,402+11.1% | $10,764+28.0% | $11,407+20.8% |