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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 | $201,344-36.3% | $184,243-30.4% | $145,877-12.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.96% | 29.01%-20.0pp | 28.82%-19.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $18,770 | $7,022+167.3% | $6,427+192.1% | $4,663+302.5% |
| Participant deferral / active EE | $10,173 | $9,807+3.7% | $9,132+11.4% | $6,691+52.0% |
| Admin fee / account holder | $75,185 | $16,382+358.9% | $13,914+440.4% | $13,402+461.0% |