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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 | $95,148 | $210,698-54.8% | $178,014-46.6% | $145,959-34.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.39% | 386.27%-381.9pp | 294.80%-290.4pp | 561.95%-557.6pp |
| Employer contribution / active EE | $25,294 | $4,567+453.8% | $3,950+540.3% | $4,661+442.7% |
| Participant deferral / active EE | $16,091 | $6,958+131.2% | $6,276+156.4% | $6,689+140.6% |
| Admin fee / account holder | $31,696 | $12,016+163.8% | $10,362+205.9% | $13,398+136.6% |