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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 | $102,502 | $157,276-34.8% | $141,177-27.4% | $152,885-33.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.73% | 64.33%-50.6pp | 71.40%-57.7pp | 345.39%-331.7pp |
| Employer contribution / active EE | $7,750 | $5,262+47.3% | $4,736+63.6% | $4,763+62.7% |
| Participant deferral / active EE | $5,498 | $7,110-22.7% | $6,710-18.1% | $5,851-6.0% |
| Admin fee / account holder | $43,353 | $12,123+257.6% | $10,263+322.4% | $11,598+273.8% |