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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 | $85,638 | $157,304-45.6% | $141,197-39.3% | $152,909-44.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.86% | 64.34%-51.5pp | 71.41%-58.5pp | 345.46%-332.6pp |
| Employer contribution / active EE | $18,667 | $5,263+254.7% | $4,736+294.1% | $4,764+291.8% |
| Participant deferral / active EE | $23,000 | $7,111+223.4% | $6,710+242.8% | $5,851+293.1% |
| Admin fee / account holder | $1,112 | $12,126-90.8% | $10,265-89.2% | $11,601-90.4% |