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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 | $141,066 | $88,702+59.0% | $81,780+72.5% | $145,978-3.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.26% | 1029.12%-1020.9pp | 776.27%-768.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $3,549 | $3,084+15.1% | $2,914+21.8% | $4,662-23.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,482 | $8,414+84.0% | $7,384+109.7% | $13,400+15.5% |