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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 | $122,073 | $217,432-43.9% | $185,851-34.3% | $167,553-27.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.14% | 148.43%-140.3pp | 122.11%-114.0pp | 478.89%-470.8pp |
| Employer contribution / active EE | $10,512 | $5,874+78.9% | $5,168+103.4% | $4,840+117.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,987 | $19,820-44.6% | $16,245-32.4% | $12,316-10.8% |