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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 | $67,618 | $166,131-59.3% | $164,975-59.0% | $145,877-53.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.38% | 100.37%-92.0pp | 70.12%-61.7pp | 551.28%-542.9pp |
| Employer contribution / active EE | $5,232 | $5,276-0.8% | $4,343+20.5% | $4,663+12.2% |
| Participant deferral / active EE | $13,200 | $6,962+89.6% | $6,033+118.8% | $6,691+97.3% |
| Admin fee / account holder | $3,603 | $16,648-78.4% | $12,688-71.6% | $13,402-73.1% |