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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 | $76,110 | $157,296-51.6% | $141,191-46.1% | $152,897-50.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.99% | 64.34%-52.3pp | 71.41%-59.4pp | 345.43%-333.4pp |
| Employer contribution / active EE | $2,799 | $5,262-46.8% | $4,736-40.9% | $4,764-41.2% |
| Participant deferral / active EE | $3,340 | $7,111-53.0% | $6,710-50.2% | $5,851-42.9% |
| Admin fee / account holder | $3,155 | $12,125-74.0% | $10,264-69.3% | $11,599-72.8% |