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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 | $63,091 | $212,386-70.3% | $199,883-68.4% | $138,895-54.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 7.61% | 47.75%-40.1pp | 43.81%-36.2pp | 145.39%-137.8pp |
| Employer contribution / active EE | $3,333 | $6,625-49.7% | $6,261-46.8% | $4,194-20.5% |
| Participant deferral / active EE | $5,801 | $9,617-39.7% | $9,138-36.5% | $6,396-9.3% |
| Admin fee / account holder | $29,145 | $18,233+59.8% | $17,268+68.8% | $12,562+132.0% |