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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 | $130,199 | $201,370-35.3% | $184,256-29.3% | $145,897-10.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.36% | 29.05%-21.7pp | 28.85%-21.5pp | 552.29%-544.9pp |
| Employer contribution / active EE | $20,700 | $7,024+194.7% | $6,427+222.1% | $4,663+344.0% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+233.9% | $6,689+356.0% |
| Admin fee / account holder | $272,580 | $16,364+1565.7% | $13,899+1861.1% | $13,390+1935.6% |