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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 | $236,667 | $154,228+53.5% | $145,433+62.7% | $137,256+72.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.00% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $26,896 | $4,804+459.9% | $4,554+490.5% | $4,156+547.2% |
| Participant deferral / active EE | $21,000 | $8,216+155.6% | $7,897+165.9% | $6,407+227.8% |
| Admin fee / account holder | $511,256 | $14,344+3464.4% | $13,129+3794.1% | $12,270+4066.7% |