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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 | $69,270 | $157,296-56.0% | $141,191-50.9% | $152,897-54.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.84% | 64.34%-58.5pp | 71.41%-65.6pp | 345.43%-339.6pp |
| Employer contribution / active EE | $23,051 | $5,262+338.0% | $4,736+386.7% | $4,764+383.9% |
| Participant deferral / active EE | $11,696 | $7,111+64.5% | $6,710+74.3% | $5,851+99.9% |
| Admin fee / account holder | $11,539 | $12,125-4.8% | $10,264+12.4% | $11,599-0.5% |