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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 | $51,176 | $223,823-77.1% | $211,142-75.8% | $154,746-66.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.38% | 50.39%-42.0pp | 46.84%-38.5pp | 172.34%-164.0pp |
| Employer contribution / active EE | $10,000 | $6,787+47.3% | $6,442+55.2% | $4,379+128.4% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,333 | $19,707-93.2% | $19,076-93.0% | $14,365-90.7% |