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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 | $111,371 | $228,352-51.2% | $185,835-40.1% | $158,966-29.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.84% | 40.81%-38.0pp | 35.96%-33.1pp | 302.95%-300.1pp |
| Employer contribution / active EE | $55,000 | $4,967+1007.4% | $4,087+1245.6% | $4,762+1054.9% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,570 | $11,867-86.8% | $9,502-83.5% | $11,250-86.0% |