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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 | $58,337 | $148,623-60.7% | $135,974-57.1% | $139,466-58.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.34% | 79.30%-68.0pp | 68.30%-57.0pp | 373.66%-362.3pp |
| Employer contribution / active EE | $8,111 | $5,246+54.6% | $4,859+66.9% | $4,754+70.6% |
| Participant deferral / active EE | $8,999 | $8,103+11.1% | $7,760+16.0% | $6,712+34.1% |
| Admin fee / account holder | $95,172 | $12,406+667.2% | $10,767+784.0% | $11,409+734.2% |