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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 | $181,756 | $135,956+33.7% | $123,894+46.7% | $273,972-33.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.03% | 56.63%-53.6pp | 47.52%-44.5pp | 41.46%-38.4pp |
| Employer contribution / active EE | $9,214 | $5,170+78.2% | $4,617+99.6% | $4,869+89.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,899 | $9,817+0.8% | $8,357+18.4% | $10,133-2.3% |