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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 | $111,889 | $148,629-24.7% | $135,982-17.7% | $139,487-19.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.56% | 79.33%-73.8pp | 68.32%-62.8pp | 373.84%-368.3pp |
| Employer contribution / active EE | $11,110 | $5,247+111.8% | $4,859+128.6% | $4,755+133.7% |
| Participant deferral / active EE | $17,836 | $8,102+120.1% | $7,760+129.8% | $6,713+165.7% |
| Admin fee / account holder | $70,089 | $12,406+464.9% | $10,767+550.9% | $11,407+514.4% |