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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 | $148,558-34.6% | $135,925-28.5% | $139,427-30.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.56% | 79.22%-68.7pp | 68.25%-57.7pp | 373.27%-362.7pp |
| Employer contribution / active EE | $6,347 | $5,244+21.0% | $4,857+30.7% | $4,752+33.6% |
| Participant deferral / active EE | $8,767 | $8,101+8.2% | $7,759+13.0% | $6,711+30.6% |
| Admin fee / account holder | $57,173 | $12,401+361.0% | $10,764+431.2% | $11,404+401.3% |