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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 | $73,286 | $103,038-28.9% | $90,324-18.9% | $152,909-52.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.60% | 95.25%-88.6pp | 78.15%-71.5pp | 345.46%-338.9pp |
| Employer contribution / active EE | $2,937 | $3,141-6.5% | $2,856+2.8% | $4,764-38.4% |
| Participant deferral / active EE | $2,032 | $4,282-52.6% | $3,885-47.7% | $5,851-65.3% |
| Admin fee / account holder | $3,462 | $6,177-44.0% | $5,356-35.4% | $11,601-70.2% |