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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 | $240,985 | $148,623+62.1% | $135,974+77.2% | $139,466+72.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.22% | 79.30%-74.1pp | 68.30%-63.1pp | 373.66%-368.4pp |
| Employer contribution / active EE | $1,167 | $5,246-77.7% | $4,859-76.0% | $4,754-75.4% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $10,500 | $12,406-15.4% | $10,767-2.5% | $11,409-8.0% |