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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 | $96,001 | $185,312-48.2% | $161,489-40.6% | $154,746-38.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.86% | 103.84%-95.0pp | 89.72%-80.9pp | 172.34%-163.5pp |
| Employer contribution / active EE | $10,777 | $4,769+126.0% | $4,268+152.5% | $4,379+146.1% |
| Participant deferral / active EE | $17,569 | $6,350+176.7% | $5,630+212.1% | $6,730+161.0% |
| Admin fee / account holder | $1,248,343 | $18,654+6591.9% | $16,006+7699.4% | $14,365+8590.0% |