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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 | $185,613 | $209,336-11.3% | $197,124-5.8% | $137,256+35.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.09% | 48.09%-38.0pp | 44.34%-34.3pp | 220.34%-210.3pp |
| Employer contribution / active EE | $3,000 | $6,591-54.5% | $6,227-51.8% | $4,156-27.8% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,619 | $17,308-90.6% | $16,298-90.1% | $12,270-86.8% |