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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 | $173,049 | $96,965+78.5% | $97,995+76.6% | $147,586+17.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 9.17% | 24.11%-14.9pp | 23.94%-14.8pp | 578.59%-569.4pp |
| Employer contribution / active EE | $6,871 | $4,536+51.5% | $4,158+65.2% | $4,876+40.9% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,080 | $8,120-37.4% | $5,943-14.5% | $10,886-53.3% |