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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 | $127,497 | $166,268-23.3% | $165,100-22.8% | $145,897-12.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.15% | 100.52%-92.4pp | 70.21%-62.1pp | 552.29%-544.1pp |
| Employer contribution / active EE | $5,163 | $5,284-2.3% | $4,348+18.7% | $4,663+10.7% |
| Participant deferral / active EE | $7,643 | $6,964+9.7% | $6,035+26.6% | $6,689+14.3% |
| Admin fee / account holder | $5,009 | $16,659-69.9% | $12,696-60.5% | $13,390-62.6% |