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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 | $166,931 | $211,288-21.0% | $178,540-6.5% | $145,884+14.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.33% | 30.27%-29.9pp | 27.15%-26.8pp | 551.85%-551.5pp |
| Employer contribution / active EE | $10,000 | $4,574+118.6% | $3,953+153.0% | $4,662+114.5% |
| Participant deferral / active EE | $23,000 | $6,967+230.2% | $6,281+266.2% | $6,690+243.8% |
| Admin fee / account holder | $11,125 | $12,105-8.1% | $10,424+6.7% | $13,392-16.9% |