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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 | $139,042 | $141,004-1.4% | $112,273+23.8% | $139,466-0.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.02% | 32.75%-26.7pp | 30.23%-24.2pp | 373.66%-367.6pp |
| Employer contribution / active EE | $77,695 | $4,285+1713.2% | $3,431+2164.3% | $4,754+1534.3% |
| Participant deferral / active EE | $19,966 | $5,878+239.7% | $4,800+316.0% | $6,712+197.5% |
| Admin fee / account holder | $75,266 | $9,959+655.7% | $7,752+870.9% | $11,409+559.7% |