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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 | $209,619 | $157,304+33.3% | $141,197+48.5% | $152,909+37.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.22% | 64.34%-50.1pp | 71.41%-57.2pp | 345.46%-331.2pp |
| Employer contribution / active EE | $10,737 | $5,263+104.0% | $4,736+126.7% | $4,764+125.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,971 | $12,126-42.5% | $10,265-32.1% | $11,601-39.9% |