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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 | $125,361 | $115,911+8.2% | $100,530+24.7% | $158,950-21.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.23% | 34.80%-28.6pp | 30.89%-24.7pp | 302.91%-296.7pp |
| Employer contribution / active EE | $14,334 | $4,104+249.3% | $3,418+319.4% | $4,762+201.0% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $46,772 | $10,999+325.2% | $8,083+478.7% | $11,248+315.8% |