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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 | $111,079 | $172,111-35.5% | $150,298-26.1% | $137,256-19.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.27% | 69.37%-61.1pp | 62.79%-54.5pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,761 | $4,636-62.0% | $4,154-57.6% | $4,156-57.6% |
| Participant deferral / active EE | $5,346 | $6,166-13.3% | $5,453-2.0% | $6,407-16.6% |
| Admin fee / account holder | $8,614 | $16,471-47.7% | $14,116-39.0% | $12,270-29.8% |