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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 | $71,239 | $157,276-54.7% | $141,177-49.5% | $152,885-53.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.48% | 64.33%-51.9pp | 71.40%-58.9pp | 345.39%-332.9pp |
| Employer contribution / active EE | $36,500 | $5,262+593.7% | $4,736+670.8% | $4,763+666.3% |
| Participant deferral / active EE | $25,000 | $7,110+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $458,502 | $12,123+3682.2% | $10,263+4367.5% | $11,598+3853.3% |