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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 | $92,532 | $114,119-18.9% | $107,187-13.7% | $138,895-33.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.17% | 273.21%-264.0pp | 204.55%-195.4pp | 145.39%-136.2pp |
| Employer contribution / active EE | $11,317 | $4,059+178.8% | $3,782+199.2% | $4,194+169.8% |
| Participant deferral / active EE | $13,874 | $5,538+150.5% | $5,096+172.3% | $6,396+116.9% |
| Admin fee / account holder | $43,753 | $10,024+336.5% | $9,162+377.5% | $12,562+248.3% |