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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 | $57,401 | $201,344-71.5% | $184,243-68.8% | $145,877-60.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.93% | 29.01%-20.1pp | 28.82%-19.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $14,597 | $7,022+107.9% | $6,427+127.1% | $4,663+213.0% |
| Participant deferral / active EE | $7,285 | $9,807-25.7% | $9,132-20.2% | $6,691+8.9% |
| Admin fee / account holder | $411 | $16,382-97.5% | $13,914-97.0% | $13,402-96.9% |