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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 | $65,120 | $157,304-58.6% | $141,197-53.9% | $152,909-57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.80% | 64.34%-52.5pp | 71.41%-59.6pp | 345.46%-333.7pp |
| Employer contribution / active EE | $15,206 | $5,263+188.9% | $4,736+221.1% | $4,764+219.2% |
| Participant deferral / active EE | $9,308 | $7,111+30.9% | $6,710+38.7% | $5,851+59.1% |
| Admin fee / account holder | $843 | $12,126-93.0% | $10,265-91.8% | $11,601-92.7% |