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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 | $118,164 | $217,432-45.7% | $185,849-36.4% | $167,536-29.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.02% | 148.42%-142.4pp | 122.10%-116.1pp | 478.82%-472.8pp |
| Employer contribution / active EE | $1,333 | $5,875-77.3% | $5,169-74.2% | $4,839-72.5% |
| Participant deferral / active EE | $2,690 | $6,357-57.7% | $5,569-51.7% | $6,342-57.6% |
| Admin fee / account holder | $13,391 | $19,818-32.4% | $16,244-17.6% | $12,315+8.7% |