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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 | $117,865 | $157,304-25.1% | $141,197-16.5% | $152,909-22.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.26% | 64.34%-50.1pp | 71.41%-57.1pp | 345.46%-331.2pp |
| Employer contribution / active EE | $23,410 | $5,263+344.8% | $4,736+394.3% | $4,764+391.4% |
| Participant deferral / active EE | $20,856 | $7,111+193.3% | $6,710+210.8% | $5,851+256.4% |
| Admin fee / account holder | $1,644 | $12,126-86.4% | $10,265-84.0% | $11,601-85.8% |