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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 | $123,086 | $183,592-33.0% | $155,574-20.9% | $145,877-15.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.16% | 61.37%-54.2pp | 64.87%-57.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $11,945 | $5,317+124.7% | $4,676+155.5% | $4,663+156.2% |
| Participant deferral / active EE | $2,820 | $6,466-56.4% | $5,629-49.9% | $6,691-57.9% |
| Admin fee / account holder | $94,616 | $19,316+389.8% | $15,914+494.5% | $13,402+606.0% |