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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 | $199,109+24.2% | $173,730+42.4% | $154,746+59.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 0.82% | 20.02%-19.2pp | 19.96%-19.1pp | 172.34%-171.5pp |
| Employer contribution / active EE | $11,968 | $5,311+125.3% | $4,577+161.4% | $4,379+173.3% |
| Participant deferral / active EE | $30,000 | $7,113+321.8% | $6,326+374.2% | $6,730+345.7% |
| Admin fee / account holder | $4,710 | $20,916-77.5% | $17,523-73.1% | $14,365-67.2% |