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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 | $90,473 | $185,905-51.3% | $170,057-46.8% | $139,487-35.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.70% | 60.56%-49.9pp | 53.42%-42.7pp | 373.84%-363.1pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,990 | $11,627-22.7% | $10,411-13.6% | $6,713+33.9% |
| Admin fee / account holder | $10,625 | $15,397-31.0% | $12,826-17.2% | $11,407-6.9% |