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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 | $104,886 | $157,304-33.3% | $141,197-25.7% | $152,909-31.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.69% | 64.34%-50.7pp | 71.41%-57.7pp | 345.46%-331.8pp |
| Employer contribution / active EE | $6,547 | $5,263+24.4% | $4,736+38.2% | $4,764+37.4% |
| Participant deferral / active EE | $17,346 | $7,111+143.9% | $6,710+158.5% | $5,851+196.5% |
| Admin fee / account holder | $72,579 | $12,126+498.5% | $10,265+607.1% | $11,601+525.6% |