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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 | $55,280 | $157,304-64.9% | $141,197-60.8% | $152,909-63.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.30% | 64.34%-59.0pp | 71.41%-66.1pp | 345.46%-340.2pp |
| Employer contribution / active EE | $16,800 | $5,263+219.2% | $4,736+254.7% | $4,764+252.7% |
| Participant deferral / active EE | $19,000 | $7,111+167.2% | $6,710+183.1% | $5,851+224.7% |
| Admin fee / account holder | $434 | $12,126-96.4% | $10,265-95.8% | $11,601-96.3% |