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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 | $78,671 | $70,366+11.8% | $66,674+18.0% | $138,895-43.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.70% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $10,709 | $2,765+287.3% | $2,620+308.7% | $4,194+155.3% |
| Participant deferral / active EE | $8,291 | $4,374+89.6% | $4,084+103.0% | $6,396+29.6% |
| Admin fee / account holder | $133,902 | $5,262+2444.5% | $5,098+2526.5% | $12,562+965.9% |