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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 | $99,844 | $157,304-36.5% | $141,197-29.3% | $152,909-34.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.50% | 64.34%-51.8pp | 71.41%-58.9pp | 345.46%-333.0pp |
| Employer contribution / active EE | $18,919 | $5,263+259.5% | $4,736+299.5% | $4,764+297.1% |
| Participant deferral / active EE | $23,563 | $7,111+231.4% | $6,710+251.1% | $5,851+302.7% |
| Admin fee / account holder | $133,599 | $12,126+1001.8% | $10,265+1201.5% | $11,601+1051.6% |