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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 | $174,811 | $129,737+34.7% | $119,126+46.7% | $154,746+13.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.33% | 379.08%-369.8pp | 282.11%-272.8pp | 172.34%-163.0pp |
| Employer contribution / active EE | $1,000 | $4,375-77.1% | $4,034-75.2% | $4,379-77.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $662 | $11,961-94.5% | $10,693-93.8% | $14,365-95.4% |