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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 | $29,877 | $148,629-79.9% | $135,982-78.0% | $139,487-78.6% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 8.09% | 79.33%-71.2pp | 68.32%-60.2pp | 373.84%-365.8pp |
| Employer contribution / active EE | $10,001 | $5,247+90.6% | $4,859+105.8% | $4,755+110.3% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $424 | $12,406-96.6% | $10,767-96.1% | $11,407-96.3% |