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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 | $91,701 | $183,978-50.2% | $162,171-43.5% | $152,885-40.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.25% | 150.78%-139.5pp | 115.60%-104.3pp | 345.39%-334.1pp |
| Employer contribution / active EE | $7,200 | $6,370+13.0% | $5,613+28.3% | $4,763+51.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,563 | $13,122-4.3% | $10,843+15.9% | $11,598+8.3% |