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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 | $92,682 | $148,623-37.6% | $135,974-31.8% | $139,466-33.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.23% | 79.30%-72.1pp | 68.30%-61.1pp | 373.66%-366.4pp |
| Employer contribution / active EE | $10,489 | $5,246+99.9% | $4,859+115.9% | $4,754+120.6% |
| Participant deferral / active EE | $8,626 | $8,103+6.5% | $7,760+11.2% | $6,712+28.5% |
| Admin fee / account holder | $126,879 | $12,406+922.7% | $10,767+1078.5% | $11,409+1012.1% |