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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 | $118,801 | $183,516-35.3% | $155,534-23.6% | $145,884-18.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.36% | 61.43%-53.1pp | 64.92%-56.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,837 | $5,315-65.4% | $4,675-60.7% | $4,662-60.6% |
| Participant deferral / active EE | $6,697 | $6,467+3.6% | $5,630+18.9% | $6,690+0.1% |
| Admin fee / account holder | $13,509 | $19,293-30.0% | $15,900-15.0% | $13,392+0.9% |