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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 | $138,972 | $106,247+30.8% | $96,515+44.0% | $139,466-0.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.57% | 38.47%-27.9pp | 35.73%-25.2pp | 373.66%-363.1pp |
| Employer contribution / active EE | $3,788 | $4,106-7.7% | $3,740+1.3% | $4,754-20.3% |
| Participant deferral / active EE | $10,016 | $5,456+83.6% | $4,880+105.3% | $6,712+49.2% |
| Admin fee / account holder | $80,994 | $7,885+927.2% | $6,735+1102.5% | $11,409+609.9% |