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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 | $108,383 | $156,398-30.7% | $147,318-26.4% | $138,895-22.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.82% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $10,216 | $4,853+110.5% | $4,593+122.4% | $4,194+143.6% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $40,844 | $14,976+172.7% | $13,708+198.0% | $12,562+225.1% |