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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 | $66,424 | $154,228-56.9% | $145,433-54.3% | $137,256-51.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.15% | 74.59%-70.4pp | 66.58%-62.4pp | 220.34%-216.2pp |
| Employer contribution / active EE | $23,406 | $4,804+387.2% | $4,554+413.9% | $4,156+463.2% |
| Participant deferral / active EE | $21,815 | $8,216+165.5% | $7,897+176.2% | $6,407+240.5% |
| Admin fee / account holder | $99,388 | $14,344+592.9% | $13,129+657.0% | $12,270+710.0% |