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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 | $109,109 | $157,296-30.6% | $141,191-22.7% | $152,897-28.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.21% | 64.34%-50.1pp | 71.41%-57.2pp | 345.43%-331.2pp |
| Employer contribution / active EE | $1,925 | $5,262-63.4% | $4,736-59.4% | $4,764-59.6% |
| Participant deferral / active EE | $7,501 | $7,111+5.5% | $6,710+11.8% | $5,851+28.2% |
| Admin fee / account holder | $50,753 | $12,125+318.6% | $10,264+394.5% | $11,599+337.5% |