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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 | $92,276 | $217,427-57.6% | $185,837-50.3% | $167,518-44.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.33% | 148.39%-143.1pp | 122.08%-116.8pp | 478.71%-473.4pp |
| Employer contribution / active EE | $15,000 | $5,874+155.4% | $5,168+190.2% | $4,838+210.0% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,568+366.9% | $6,342+310.0% |
| Admin fee / account holder | $2,131 | $19,816-89.2% | $16,241-86.9% | $12,312-82.7% |