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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 | $124,415 | $159,978-22.2% | $147,041-15.4% | $145,978-14.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.98% | 98.36%-94.4pp | 419.21%-415.2pp | 550.52%-546.5pp |
| Employer contribution / active EE | $27,644 | $5,288+422.7% | $4,935+460.2% | $4,662+493.0% |
| Participant deferral / active EE | $19,810 | $8,429+135.0% | $8,071+145.4% | $6,690+196.1% |
| Admin fee / account holder | $400,229 | $15,053+2558.8% | $13,006+2977.2% | $13,400+2886.7% |