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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 | $223,333 | $155,555+43.6% | $146,866+52.1% | $155,188+43.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 3.65% | 115.41%-111.8pp | 102.85%-99.2pp | 148.84%-145.2pp |
| Employer contribution / active EE | $13,760 | $4,647+196.1% | $4,425+211.0% | $4,248+223.9% |
| Participant deferral / active EE | $5,916 | $8,044-26.5% | $7,759-23.8% | $6,531-9.4% |
| Admin fee / account holder | $212,356 | $14,755+1339.2% | $13,620+1459.1% | $14,480+1366.6% |