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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 | $95,376 | $209,874-54.6% | $189,537-49.7% | $167,536-43.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.21% | 748.61%-743.4pp | 555.34%-550.1pp | 478.82%-473.6pp |
| Employer contribution / active EE | $3,200 | $6,913-53.7% | $6,161-48.1% | $4,839-33.9% |
| Participant deferral / active EE | $14,021 | $8,934+56.9% | $8,220+70.6% | $6,342+121.1% |
| Admin fee / account holder | $96,686 | $14,299+576.2% | $12,048+702.5% | $12,315+685.1% |