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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 | $126,769 | $209,336-39.4% | $197,124-35.7% | $137,256-7.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.01% | 48.09%-38.1pp | 44.34%-34.3pp | 220.34%-210.3pp |
| Employer contribution / active EE | $10,152 | $6,591+54.0% | $6,227+63.0% | $4,156+144.3% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,000 | $17,308-76.9% | $16,298-75.5% | $12,270-67.4% |