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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 | $42,156 | $223,823-81.2% | $211,142-80.0% | $154,746-72.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 1.55% | 50.39%-48.8pp | 46.84%-45.3pp | 172.34%-170.8pp |
| Employer contribution / active EE | $15,000 | $6,787+121.0% | $6,442+132.8% | $4,379+242.5% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $125,921 | $19,707+539.0% | $19,076+560.1% | $14,365+776.6% |