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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 | $217,671 | $185,883+17.1% | $170,043+28.0% | $139,466+56.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.38% | 60.54%-57.2pp | 53.40%-50.0pp | 373.66%-370.3pp |
| Employer contribution / active EE | $43,500 | $7,596+472.6% | $6,790+540.7% | $4,754+815.0% |
| Participant deferral / active EE | $30,000 | $11,626+158.1% | $10,410+188.2% | $6,712+347.0% |
| Admin fee / account holder | $143,864 | $15,393+834.6% | $12,824+1021.8% | $11,409+1161.0% |