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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 | $117,517 | $157,304-25.3% | $141,197-16.8% | $152,909-23.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.23% | 64.34%-55.1pp | 71.41%-62.2pp | 345.46%-336.2pp |
| Employer contribution / active EE | $3,832 | $5,263-27.2% | $4,736-19.1% | $4,764-19.6% |
| Participant deferral / active EE | $8,543 | $7,111+20.1% | $6,710+27.3% | $5,851+46.0% |
| Admin fee / account holder | $118,785 | $12,126+879.6% | $10,265+1057.2% | $11,601+923.9% |