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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 | $101,096 | $148,623-32.0% | $135,974-25.7% | $139,466-27.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.19% | 79.30%-73.1pp | 68.30%-62.1pp | 373.66%-367.5pp |
| Employer contribution / active EE | $12,273 | $5,246+133.9% | $4,859+152.6% | $4,754+158.2% |
| Participant deferral / active EE | $4,252 | $8,103-47.5% | $7,760-45.2% | $6,712-36.6% |
| Admin fee / account holder | $11,962 | $12,406-3.6% | $10,767+11.1% | $11,409+4.9% |