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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 | $77,450 | $178,174-56.5% | $156,181-50.4% | $137,256-43.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 2.27% | 84.19%-81.9pp | 64.87%-62.6pp | 220.34%-218.1pp |
| Employer contribution / active EE | $14,125 | $4,972+184.1% | $4,294+229.0% | $4,156+239.9% |
| Participant deferral / active EE | $10,500 | $6,888+52.4% | $6,132+71.2% | $6,407+63.9% |
| Admin fee / account holder | $1,925 | $17,404-88.9% | $14,586-86.8% | $12,270-84.3% |