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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 | $218,899 | $155,555+40.7% | $146,866+49.0% | $155,188+41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.06% | 115.41%-107.4pp | 102.85%-94.8pp | 148.84%-140.8pp |
| Employer contribution / active EE | $8,305 | $4,647+78.7% | $4,425+87.7% | $4,248+95.5% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,463 | $14,755+4.8% | $13,620+13.5% | $14,480+6.8% |