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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 | $104,195 | $127,387-18.2% | $115,038-9.4% | $125,389-16.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.01% | 31.28%-35.3pp | 26.14%-30.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,601 | $5,166-69.0% | $4,608-65.3% | $4,866-67.1% |
| Participant deferral / active EE | $7,640 | $6,423+18.9% | $6,026+26.8% | $5,352+42.8% |
| Admin fee / account holder | $1,155 | $9,516-87.9% | $8,175-85.9% | $9,541-87.9% |