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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 | $247,326 | $254,759-2.9% | $216,567+14.2% | $198,609+24.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 0.82% | 10.04%-9.2pp | 12.94%-12.1pp | 202.70%-201.9pp |
| Employer contribution / active EE | $11,968 | $6,096+96.3% | $5,216+129.4% | $5,055+136.7% |
| Participant deferral / active EE | $30,000 | $6,948+331.8% | $6,191+384.6% | $6,977+330.0% |
| Admin fee / account holder | $4,710 | $26,311-82.1% | $21,981-78.6% | $19,030-75.2% |