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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 | $113,316 | $201,372-43.7% | $184,260-38.5% | $145,884-22.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.23% | 29.04%-19.8pp | 28.84%-19.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $2,995 | $7,024-57.4% | $6,427-53.4% | $4,662-35.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $23,080 | $16,362+41.1% | $13,898+66.1% | $13,392+72.3% |