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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 | $114,876 | $176,105-34.8% | $159,474-28.0% | $167,536-31.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.76% | 331.91%-322.1pp | 263.68%-253.9pp | 478.82%-469.1pp |
| Employer contribution / active EE | $10,445 | $5,299+97.1% | $4,831+116.2% | $4,839+115.8% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $7,955 | $12,559-36.7% | $10,802-26.4% | $12,315-35.4% |