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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 | $201,344-35.3% | $184,243-29.3% | $145,877-10.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.36% | 29.01%-21.6pp | 28.82%-21.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $20,700 | $7,022+194.8% | $6,427+222.1% | $4,663+343.9% |
| Participant deferral / active EE | $30,500 | $9,807+211.0% | $9,132+234.0% | $6,691+355.9% |
| Admin fee / account holder | $272,580 | $16,382+1563.9% | $13,914+1859.1% | $13,402+1933.8% |