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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 | $202,377 | $223,823-9.6% | $211,142-4.2% | $154,746+30.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.51% | 50.39%-40.9pp | 46.84%-37.3pp | 172.34%-162.8pp |
| Employer contribution / active EE | $8,685 | $6,787+28.0% | $6,442+34.8% | $4,379+98.3% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $51,827 | $19,707+163.0% | $19,076+171.7% | $14,365+260.8% |