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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 | $159,385 | $223,823-28.8% | $211,142-24.5% | $154,746+3.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 4.89% | 50.39%-45.5pp | 46.84%-41.9pp | 172.34%-167.4pp |
| Employer contribution / active EE | $8,692 | $6,787+28.1% | $6,442+34.9% | $4,379+98.5% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,306 | $19,707-47.7% | $19,076-46.0% | $14,365-28.3% |