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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 | $94,451 | $201,344-53.1% | $184,243-48.7% | $145,877-35.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.73% | 29.01%-22.3pp | 28.82%-22.1pp | 551.28%-544.6pp |
| Employer contribution / active EE | $10,626 | $7,022+51.3% | $6,427+65.3% | $4,663+127.9% |
| Participant deferral / active EE | $11,094 | $9,807+13.1% | $9,132+21.5% | $6,691+65.8% |
| Admin fee / account holder | $223,530 | $16,382+1264.5% | $13,914+1506.6% | $13,402+1567.9% |