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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 | $107,282 | $198,457-45.9% | $170,435-37.1% | $147,586-27.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.14% | 257.30%-249.2pp | 205.94%-197.8pp | 578.59%-570.5pp |
| Employer contribution / active EE | $10,201 | $6,183+65.0% | $5,432+87.8% | $4,876+109.2% |
| Participant deferral / active EE | $10,500 | $5,629+86.5% | $4,939+112.6% | $5,439+93.1% |
| Admin fee / account holder | $2,750 | $16,852-83.7% | $13,881-80.2% | $10,886-74.7% |