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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 | $55,338 | $209,336-73.6% | $197,124-71.9% | $137,256-59.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.67% | 48.09%-43.4pp | 44.34%-39.7pp | 220.34%-215.7pp |
| Employer contribution / active EE | $9,342 | $6,591+41.7% | $6,227+50.0% | $4,156+124.8% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,448 | $17,308-74.3% | $16,298-72.7% | $12,270-63.7% |