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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 | $121,976 | $183,516-33.5% | $155,534-21.6% | $145,884-16.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.72% | 61.43%-56.7pp | 64.92%-60.2pp | 551.85%-547.1pp |
| Employer contribution / active EE | $15,000 | $5,315+182.2% | $4,675+220.9% | $4,662+221.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $500 | $19,293-97.4% | $15,900-96.9% | $13,392-96.3% |