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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 | $134,449 | $132,099+1.8% | $115,599+16.3% | $138,895-3.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 8.57% | 176.76%-168.2pp | 111.10%-102.5pp | 145.39%-136.8pp |
| Employer contribution / active EE | $8,198 | $3,416+140.0% | $2,955+177.4% | $4,194+95.4% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,493 | $15,650-84.1% | $12,841-80.6% | $12,562-80.2% |