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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 | $123,424 | $93,345+32.2% | $119,126+3.6% | $87,485+41.1% |
| Participation rate | 97.4% | 68.7%+28.7pp | 75.8%+21.7pp | 68.9%+28.5pp |
| Annual return | 10.08% | 19.08%-9.0pp | 282.11%-272.0pp | 26.06%-16.0pp |
| Employer contribution / active EE | $10,897 | $3,172+243.6% | $4,034+170.2% | $2,596+319.7% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,275 | $8,039+27.8% | $10,693-3.9% | $7,775+32.2% |