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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 | $104,883 | $114,119-8.1% | $107,187-2.1% | $138,895-24.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.72% | 273.21%-262.5pp | 204.55%-193.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $17,011 | $4,059+319.1% | $3,782+349.8% | $4,194+305.6% |
| Participant deferral / active EE | $12,341 | $5,538+122.8% | $5,096+142.2% | $6,396+92.9% |
| Admin fee / account holder | $64,600 | $10,024+544.5% | $9,162+605.1% | $12,562+414.2% |