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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 | $183,462 | $108,897+68.5% | $100,378+82.8% | $145,877+25.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.65% | 58.17%-54.5pp | 49.41%-45.8pp | 551.28%-547.6pp |
| Employer contribution / active EE | $11,283 | $4,420+155.3% | $3,942+186.2% | $4,663+142.0% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,872 | $9,690+1.9% | $7,899+25.0% | $13,402-26.3% |