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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 | $71,069 | $110,337-35.6% | $102,383-30.6% | $145,877-51.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.07% | 24.83%-17.8pp | 24.94%-17.9pp | 551.28%-544.2pp |
| Employer contribution / active EE | $3,400 | $4,216-19.4% | $3,870-12.1% | $4,663-27.1% |
| Participant deferral / active EE | $5,417 | $5,621-3.6% | $5,060+7.1% | $6,691-19.0% |
| Admin fee / account holder | $4,136 | $9,750-57.6% | $8,391-50.7% | $13,402-69.1% |