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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 | $218,897 | $110,337+98.4% | $102,383+113.8% | $145,877+50.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.23% | 24.83%-18.6pp | 24.94%-18.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $37,203 | $4,216+782.4% | $3,870+861.2% | $4,663+697.8% |
| Participant deferral / active EE | $26,750 | $5,621+375.9% | $5,060+428.7% | $6,691+299.8% |
| Admin fee / account holder | $974 | $9,750-90.0% | $8,391-88.4% | $13,402-92.7% |