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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 | $160,198 | $135,953+17.8% | $123,893+29.3% | $273,965-41.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.07% | 56.63%-53.6pp | 47.52%-44.4pp | 41.45%-38.4pp |
| Employer contribution / active EE | $17,000 | $5,170+228.8% | $4,617+268.2% | $4,869+249.2% |
| Participant deferral / active EE | $5,708 | $6,343-10.0% | $5,984-4.6% | $5,287+8.0% |
| Admin fee / account holder | $195,959 | $9,817+1896.1% | $8,357+2244.9% | $10,132+1834.0% |