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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 | $156,398+42.8% | $147,318+51.6% | $138,895+60.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.65% | 78.75%-75.1pp | 70.43%-66.8pp | 145.39%-141.7pp |
| Employer contribution / active EE | $13,760 | $4,853+183.5% | $4,593+199.6% | $4,194+228.1% |
| Participant deferral / active EE | $5,916 | $8,237-28.2% | $7,906-25.2% | $6,396-7.5% |
| Admin fee / account holder | $212,356 | $14,976+1318.0% | $13,708+1449.2% | $12,562+1590.4% |