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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 | $89,438 | $156,398-42.8% | $147,318-39.3% | $138,895-35.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.86% | 78.75%-74.9pp | 70.43%-66.6pp | 145.39%-141.5pp |
| Employer contribution / active EE | $13,329 | $4,853+174.6% | $4,593+190.2% | $4,194+217.8% |
| Participant deferral / active EE | $10,750 | $8,237+30.5% | $7,906+36.0% | $6,396+68.1% |
| Admin fee / account holder | $352,599 | $14,976+2254.5% | $13,708+2472.3% | $12,562+2706.8% |