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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 | $33,515 | $156,398-78.6% | $147,318-77.3% | $138,895-75.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.88% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,075 | $4,853-57.2% | $4,593-54.8% | $4,194-50.5% |
| Participant deferral / active EE | $5,179 | $8,237-37.1% | $7,906-34.5% | $6,396-19.0% |
| Admin fee / account holder | $339,786 | $14,976+2168.9% | $13,708+2378.8% | $12,562+2604.8% |