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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 | $92,083 | $152,619-39.7% | $125,195-26.4% | $152,909-39.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 5.56% | 54.85%-49.3pp | 43.79%-38.2pp | 345.46%-339.9pp |
| Employer contribution / active EE | $1,316 | $4,947-73.4% | $3,866-66.0% | $4,764-72.4% |
| Participant deferral / active EE | $1,941 | $5,869-66.9% | $4,937-60.7% | $5,851-66.8% |
| Admin fee / account holder | $3,394 | $13,437-74.7% | $9,704-65.0% | $11,601-70.7% |