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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 | $102,948 | $185,905-44.6% | $170,057-39.5% | $139,487-26.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.09% | 60.56%-52.5pp | 53.42%-45.3pp | 373.84%-365.8pp |
| Employer contribution / active EE | $7,652 | $7,597+0.7% | $6,790+12.7% | $4,755+60.9% |
| Participant deferral / active EE | $5,758 | $11,627-50.5% | $10,411-44.7% | $6,713-14.2% |
| Admin fee / account holder | $29,266 | $15,397+90.1% | $12,826+128.2% | $11,407+156.6% |