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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 | $69,996 | $217,432-67.8% | $185,851-62.3% | $167,553-58.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.59% | 148.43%-140.8pp | 122.11%-114.5pp | 478.89%-471.3pp |
| Employer contribution / active EE | $5,911 | $5,874+0.6% | $5,168+14.4% | $4,840+22.1% |
| Participant deferral / active EE | $5,542 | $6,357-12.8% | $5,569-0.5% | $6,343-12.6% |
| Admin fee / account holder | $196,883 | $19,820+893.3% | $16,245+1112.0% | $12,316+1498.5% |