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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 | $64,762 | $148,629-56.4% | $135,982-52.4% | $139,487-53.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.78% | 79.33%-73.5pp | 68.32%-62.5pp | 373.84%-368.1pp |
| Employer contribution / active EE | $22,086 | $5,247+321.0% | $4,859+354.5% | $4,755+364.5% |
| Participant deferral / active EE | $15,000 | $8,102+85.1% | $7,760+93.3% | $6,713+123.5% |
| Admin fee / account holder | $70,725 | $12,406+470.1% | $10,767+556.8% | $11,407+520.0% |