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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 | $101,099 | $166,020-39.1% | $164,866-38.7% | $145,959-30.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.26% | 100.08%-92.8pp | 69.97%-62.7pp | 561.95%-554.7pp |
| Employer contribution / active EE | $14,582 | $5,275+176.5% | $4,343+235.8% | $4,661+212.9% |
| Participant deferral / active EE | $15,333 | $6,961+120.3% | $6,033+154.2% | $6,689+129.2% |
| Admin fee / account holder | $1,249 | $16,644-92.5% | $12,689-90.2% | $13,398-90.7% |