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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 | $175,201 | $157,296+11.4% | $141,191+24.1% | $152,897+14.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.41% | 64.34%-56.9pp | 71.41%-64.0pp | 345.43%-338.0pp |
| Employer contribution / active EE | $7,984 | $5,262+51.7% | $4,736+68.6% | $4,764+67.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,467 | $12,125-46.7% | $10,264-37.0% | $11,599-44.2% |