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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 | $101,749 | $108,911-6.6% | $100,392+1.4% | $145,884-30.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.05% | 58.23%-49.2pp | 49.45%-40.4pp | 551.85%-542.8pp |
| Employer contribution / active EE | $5,389 | $4,420+21.9% | $3,941+36.7% | $4,662+15.6% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $30,103 | $9,698+210.4% | $7,904+280.8% | $13,392+124.8% |