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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 | $82,925 | $157,276-47.3% | $141,177-41.3% | $152,885-45.8% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.5%+8.0pp |
| Annual return | 13.82% | 64.33%-50.5pp | 71.40%-57.6pp | 345.39%-331.6pp |
| Employer contribution / active EE | $10,453 | $5,262+98.7% | $4,736+120.7% | $4,763+119.5% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $894 | $12,123-92.6% | $10,263-91.3% | $11,598-92.3% |