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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 | $74,266 | $156,398-52.5% | $147,318-49.6% | $138,895-46.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.24% | 78.75%-72.5pp | 70.43%-64.2pp | 145.39%-139.2pp |
| Employer contribution / active EE | $4,824 | $4,853-0.6% | $4,593+5.0% | $4,194+15.0% |
| Participant deferral / active EE | $19,259 | $8,237+133.8% | $7,906+143.6% | $6,396+201.1% |
| Admin fee / account holder | $100,000 | $14,976+567.7% | $13,708+629.5% | $12,562+696.0% |