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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 | $162,480 | $124,330+30.7% | $109,173+48.8% | $167,536-3.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.80% | 26.04%-18.2pp | 25.75%-18.0pp | 478.82%-471.0pp |
| Employer contribution / active EE | $18,414 | $4,209+337.5% | $3,723+394.6% | $4,839+280.5% |
| Participant deferral / active EE | $8,448 | $5,256+60.7% | $4,654+81.5% | $6,342+33.2% |
| Admin fee / account holder | $389,533 | $7,974+4785.0% | $6,755+5666.6% | $12,315+3063.2% |