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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 | $47,711 | $157,304-69.7% | $141,197-66.2% | $152,909-68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.50% | 64.34%-49.8pp | 71.41%-56.9pp | 345.46%-331.0pp |
| Employer contribution / active EE | $15,495 | $5,263+194.4% | $4,736+227.2% | $4,764+225.3% |
| Participant deferral / active EE | $11,750 | $7,111+65.2% | $6,710+75.1% | $5,851+100.8% |
| Admin fee / account holder | $704 | $12,126-94.2% | $10,265-93.1% | $11,601-93.9% |