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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 | $124,665 | $157,296-20.7% | $141,191-11.7% | $152,897-18.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.66% | 64.34%-53.7pp | 71.41%-60.8pp | 345.43%-334.8pp |
| Employer contribution / active EE | $4,954 | $5,262-5.9% | $4,736+4.6% | $4,764+4.0% |
| Participant deferral / active EE | $4,554 | $7,111-36.0% | $6,710-32.1% | $5,851-22.2% |
| Admin fee / account holder | $55,347 | $12,125+356.5% | $10,264+439.2% | $11,599+377.2% |