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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 | $79,159 | $176,105-55.1% | $159,474-50.4% | $167,536-52.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.92% | 331.91%-328.0pp | 263.68%-259.8pp | 478.82%-474.9pp |
| Employer contribution / active EE | $2,975 | $5,299-43.9% | $4,831-38.4% | $4,839-38.5% |
| Participant deferral / active EE | $6,803 | $7,751-12.2% | $7,353-7.5% | $6,342+7.3% |
| Admin fee / account holder | $6,781 | $12,559-46.0% | $10,802-37.2% | $12,315-44.9% |