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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 | $96,920 | $157,304-38.4% | $141,197-31.4% | $152,909-36.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.88% | 64.34%-61.5pp | 71.41%-68.5pp | 345.46%-342.6pp |
| Employer contribution / active EE | $26,116 | $5,263+396.3% | $4,736+451.4% | $4,764+448.2% |
| Participant deferral / active EE | $9,535 | $7,111+34.1% | $6,710+42.1% | $5,851+62.9% |
| Admin fee / account holder | $26,922 | $12,126+122.0% | $10,265+162.3% | $11,601+132.1% |