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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 | $118,036 | $85,196+38.5% | $76,383+54.5% | $145,897-19.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 9.25% | 13.13%-3.9pp | 13.79%-4.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $6,585 | $5,268+25.0% | $4,587+43.6% | $4,663+41.2% |
| Participant deferral / active EE | $5,147 | $6,386-19.4% | $5,474-6.0% | $6,689-23.1% |
| Admin fee / account holder | $19,058 | $5,786+229.4% | $5,147+270.3% | $13,390+42.3% |