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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 | $132,187 | $211,288-37.4% | $178,540-26.0% | $145,884-9.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.59% | 30.27%-23.7pp | 27.15%-20.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $769 | $4,574-83.2% | $3,953-80.5% | $4,662-83.5% |
| Participant deferral / active EE | $7,768 | $6,967+11.5% | $6,281+23.7% | $6,690+16.1% |
| Admin fee / account holder | $34,460 | $12,105+184.7% | $10,424+230.6% | $13,392+157.3% |