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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 | $232,215 | $124,425+86.6% | $112,040+107.3% | $137,256+69.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.08% | 24.72%-17.6pp | 24.52%-17.4pp | 220.34%-213.3pp |
| Employer contribution / active EE | $14,312 | $3,411+319.5% | $2,954+384.5% | $4,156+244.4% |
| Participant deferral / active EE | $16,020 | $5,718+180.1% | $5,098+214.3% | $6,407+150.0% |
| Admin fee / account holder | $130,611 | $15,207+758.9% | $12,098+979.6% | $12,270+964.5% |