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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 | $236,411 | $157,304+50.3% | $141,197+67.4% | $152,909+54.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.47% | 64.34%-53.9pp | 71.41%-60.9pp | 345.46%-335.0pp |
| Employer contribution / active EE | $9,552 | $5,263+81.5% | $4,736+101.7% | $4,764+100.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,491 | $12,126-71.2% | $10,265-66.0% | $11,601-69.9% |