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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 | $71,027 | $183,592-61.3% | $155,567-54.3% | $145,959-51.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.51% | 61.24%-53.7pp | 64.74%-57.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $5,713 | $5,315+7.5% | $4,674+22.2% | $4,661+22.6% |
| Participant deferral / active EE | $4,288 | $6,464-33.7% | $5,628-23.8% | $6,689-35.9% |
| Admin fee / account holder | $44,916 | $19,318+132.5% | $15,916+182.2% | $13,398+235.2% |