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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 | $99,011 | $185,883-46.7% | $170,043-41.8% | $139,466-29.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.37% | 60.54%-52.2pp | 53.40%-45.0pp | 373.66%-365.3pp |
| Employer contribution / active EE | $6,062 | $7,596-20.2% | $6,790-10.7% | $4,754+27.5% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $16,765 | $15,393+8.9% | $12,824+30.7% | $11,409+47.0% |