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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 | $202,514 | $124,330+62.9% | $109,173+85.5% | $167,536+20.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.17% | 26.04%-18.9pp | 25.75%-18.6pp | 478.82%-471.6pp |
| Employer contribution / active EE | $10,331 | $4,209+145.4% | $3,723+177.5% | $4,839+113.5% |
| Participant deferral / active EE | $5,037 | $5,256-4.2% | $4,654+8.2% | $6,342-20.6% |
| Admin fee / account holder | $97,962 | $7,974+1128.5% | $6,755+1350.2% | $12,315+695.5% |