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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 | $126,359 | $157,276-19.7% | $141,177-10.5% | $152,885-17.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.73% | 64.33%-55.6pp | 71.40%-62.7pp | 345.39%-336.7pp |
| Employer contribution / active EE | $13,022 | $5,262+147.5% | $4,736+175.0% | $4,763+173.4% |
| Participant deferral / active EE | $6,333 | $7,110-10.9% | $6,710-5.6% | $5,851+8.2% |
| Admin fee / account holder | $412 | $12,123-96.6% | $10,263-96.0% | $11,598-96.5% |