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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 | $111,032 | $148,623-25.3% | $135,974-18.3% | $139,466-20.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.93% | 79.30%-73.4pp | 68.30%-62.4pp | 373.66%-367.7pp |
| Employer contribution / active EE | $4,658 | $5,246-11.2% | $4,859-4.1% | $4,754-2.0% |
| Participant deferral / active EE | $15,399 | $8,103+90.0% | $7,760+98.4% | $6,712+129.4% |
| Admin fee / account holder | $300,046 | $12,406+2318.6% | $10,767+2686.8% | $11,409+2530.0% |