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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 | $184,450 | $197,603-6.7% | $177,827+3.7% | $158,950+16.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.98% | 58.76%-56.8pp | 48.32%-46.3pp | 302.91%-300.9pp |
| Employer contribution / active EE | $9,333 | $6,698+39.4% | $5,918+57.7% | $4,762+96.0% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,307 | $15,402-91.5% | $12,429-89.5% | $11,248-88.4% |