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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 | $119,617 | $185,883-35.6% | $170,043-29.7% | $139,466-14.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.66% | 60.54%-51.9pp | 53.40%-44.7pp | 373.66%-365.0pp |
| Employer contribution / active EE | $4,311 | $7,596-43.3% | $6,790-36.5% | $4,754-9.3% |
| Participant deferral / active EE | $41,250 | $11,626+254.8% | $10,410+296.2% | $6,712+514.6% |
| Admin fee / account holder | $18,755 | $15,393+21.8% | $12,824+46.2% | $11,409+64.4% |