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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 | $232,331 | $157,304+47.7% | $141,197+64.5% | $152,909+51.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.58% | 64.34%-62.8pp | 71.41%-69.8pp | 345.46%-343.9pp |
| Employer contribution / active EE | $9,661 | $5,263+83.6% | $4,736+104.0% | $4,764+102.8% |
| Participant deferral / active EE | $10,264 | $7,111+44.3% | $6,710+53.0% | $5,851+75.4% |
| Admin fee / account holder | $609 | $12,126-95.0% | $10,265-94.1% | $11,601-94.8% |