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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 | $128,178 | $201,370-36.3% | $184,256-30.4% | $145,897-12.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.96% | 29.05%-20.1pp | 28.85%-19.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $18,770 | $7,024+167.2% | $6,427+192.0% | $4,663+302.6% |
| Participant deferral / active EE | $10,173 | $9,808+3.7% | $9,133+11.4% | $6,689+52.1% |
| Admin fee / account holder | $75,185 | $16,364+359.4% | $13,899+440.9% | $13,390+461.5% |