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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 | $127,109 | $124,175+2.4% | $108,405+17.3% | $167,536-24.1% |
| Participation rate | 91.3% | 82.3%+9.0pp | 80.1%+11.2pp | 82.1%+9.2pp |
| Annual return | 7.62% | 1380.13%-1372.5pp | 905.55%-897.9pp | 478.82%-471.2pp |
| Employer contribution / active EE | $9,943 | $4,188+137.4% | $3,559+179.4% | $4,839+105.5% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,914 | $9,457+26.0% | $7,297+63.3% | $12,315-3.3% |