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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 | $93,410 | $154,159-39.4% | $130,026-28.2% | $139,456-33.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.70% | 32.50%-24.8pp | -137.26%+145.0pp | 373.45%-365.7pp |
| Employer contribution / active EE | $17,516 | $5,292+231.0% | $4,321+305.4% | $4,753+268.6% |
| Participant deferral / active EE | $2,638 | $6,710-60.7% | $5,821-54.7% | $6,711-60.7% |
| Admin fee / account holder | $70,413 | $14,001+402.9% | $10,608+563.8% | $11,407+517.3% |