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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 | $67,435 | $124,425-45.8% | $112,040-39.8% | $137,256-50.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.86% | 24.72%-14.9pp | 24.52%-14.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $6,401 | $3,411+87.6% | $2,954+116.7% | $4,156+54.0% |
| Participant deferral / active EE | $9,627 | $5,718+68.4% | $5,098+88.9% | $6,407+50.3% |
| Admin fee / account holder | $120,546 | $15,207+692.7% | $12,098+896.4% | $12,270+882.4% |