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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 | $123,433 | $217,427-43.2% | $185,837-33.6% | $167,518-26.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.48% | 148.39%-140.9pp | 122.08%-114.6pp | 478.71%-471.2pp |
| Employer contribution / active EE | $5,168 | $5,874-12.0% | $5,1680% | $4,838+6.8% |
| Participant deferral / active EE | $4,829 | $6,357-24.0% | $5,568-13.3% | $6,342-23.9% |
| Admin fee / account holder | $855,398 | $19,816+4216.6% | $16,241+5166.7% | $12,312+6847.4% |