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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 | $112,199 | $103,000+8.9% | $90,300+24.3% | $152,885-26.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.03% | 95.19%-89.2pp | 78.11%-72.1pp | 345.39%-339.4pp |
| Employer contribution / active EE | $9,349 | $3,138+197.9% | $2,854+227.6% | $4,763+96.3% |
| Participant deferral / active EE | $6,816 | $4,281+59.2% | $3,884+75.5% | $5,851+16.5% |
| Admin fee / account holder | $14,603 | $6,173+136.5% | $5,353+172.8% | $11,598+25.9% |