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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 | $202,507 | $162,136+24.9% | $152,301+33.0% | $154,746+30.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.73% | 91.02%-82.3pp | 80.50%-71.8pp | 172.34%-163.6pp |
| Employer contribution / active EE | $10,190 | $4,890+108.4% | $4,624+120.3% | $4,379+132.7% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,375 | $15,759-65.9% | $14,398-62.7% | $14,365-62.6% |