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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 | $105,195 | $201,370-47.8% | $184,256-42.9% | $145,897-27.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.02% | 29.05%-28.0pp | 28.85%-27.8pp | 552.29%-551.3pp |
| Employer contribution / active EE | $3,679 | $7,024-47.6% | $6,427-42.8% | $4,663-21.1% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,689+128.0% |
| Admin fee / account holder | $11,609 | $16,364-29.1% | $13,899-16.5% | $13,390-13.3% |