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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 | $97,206 | $148,629-34.6% | $135,982-28.5% | $139,487-30.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.56% | 79.33%-68.8pp | 68.32%-57.8pp | 373.84%-363.3pp |
| Employer contribution / active EE | $6,347 | $5,247+21.0% | $4,859+30.6% | $4,755+33.5% |
| Participant deferral / active EE | $8,767 | $8,102+8.2% | $7,760+13.0% | $6,713+30.6% |
| Admin fee / account holder | $57,173 | $12,406+360.8% | $10,767+431.0% | $11,407+401.2% |