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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 | $201,259-35.3% | $184,200-29.3% | $145,959-10.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.36% | 28.98%-21.6pp | 28.80%-21.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $20,700 | $7,018+195.0% | $6,424+222.2% | $4,661+344.1% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,689+356.0% |
| Admin fee / account holder | $272,580 | $16,372+1564.9% | $13,907+1860.0% | $13,398+1934.5% |