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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 | $68,628 | $183,968-62.7% | $162,166-57.7% | $152,870-55.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 7.77% | 150.77%-143.0pp | 115.59%-107.8pp | 345.34%-337.6pp |
| Employer contribution / active EE | $8,677 | $6,371+36.2% | $5,614+54.6% | $4,763+82.2% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,083 | $13,121-91.8% | $10,842-90.0% | $11,597-90.7% |