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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 | $108,912+68.4% | $100,383+82.8% | $145,959+25.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.65% | 57.96%-54.3pp | 49.26%-45.6pp | 561.95%-558.3pp |
| Employer contribution / active EE | $11,283 | $4,423+155.1% | $3,944+186.1% | $4,661+142.1% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,872 | $9,690+1.9% | $7,900+25.0% | $13,398-26.3% |