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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 | $82,945 | $183,516-54.8% | $155,534-46.7% | $145,884-43.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.83% | 61.43%-57.6pp | 64.92%-61.1pp | 551.85%-548.0pp |
| Employer contribution / active EE | $1,834 | $5,315-65.5% | $4,675-60.8% | $4,662-60.7% |
| Participant deferral / active EE | $3,373 | $6,467-47.8% | $5,630-40.1% | $6,690-49.6% |
| Admin fee / account holder | $1,116 | $19,293-94.2% | $15,900-93.0% | $13,392-91.7% |