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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 | $106,048 | $157,296-32.6% | $141,191-24.9% | $152,897-30.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.26% | 64.34%-56.1pp | 71.41%-63.1pp | 345.43%-337.2pp |
| Employer contribution / active EE | $11,047 | $5,262+109.9% | $4,736+133.3% | $4,764+131.9% |
| Participant deferral / active EE | $8,830 | $7,111+24.2% | $6,710+31.6% | $5,851+50.9% |
| Admin fee / account holder | $41,968 | $12,125+246.1% | $10,264+308.9% | $11,599+261.8% |