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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 | $108,492 | $157,296-31.0% | $141,191-23.2% | $152,897-29.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.61% | 64.34%-58.7pp | 71.41%-65.8pp | 345.43%-339.8pp |
| Employer contribution / active EE | $3,703 | $5,262-29.6% | $4,736-21.8% | $4,764-22.3% |
| Participant deferral / active EE | $3,633 | $7,111-48.9% | $6,710-45.9% | $5,851-37.9% |
| Admin fee / account holder | $4,949 | $12,125-59.2% | $10,264-51.8% | $11,599-57.3% |