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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 | $108,911+68.5% | $100,392+82.7% | $145,884+25.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.65% | 58.23%-54.6pp | 49.45%-45.8pp | 551.85%-548.2pp |
| Employer contribution / active EE | $11,283 | $4,420+155.3% | $3,941+186.3% | $4,662+142.0% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,872 | $9,698+1.8% | $7,904+24.9% | $13,392-26.3% |