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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 | $156,398-57.5% | $147,318-54.9% | $138,895-52.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.15% | 78.75%-74.6pp | 70.43%-66.3pp | 145.39%-141.2pp |
| Employer contribution / active EE | $23,406 | $4,853+382.3% | $4,593+409.6% | $4,194+458.1% |
| Participant deferral / active EE | $21,815 | $8,237+164.8% | $7,906+175.9% | $6,396+241.1% |
| Admin fee / account holder | $99,388 | $14,976+563.7% | $13,708+625.1% | $12,562+691.2% |