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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 | $138,023 | $209,336-34.1% | $197,124-30.0% | $137,256+0.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.57% | 48.09%-41.5pp | 44.34%-37.8pp | 220.34%-213.8pp |
| Employer contribution / active EE | $23,485 | $6,591+256.3% | $6,227+277.1% | $4,156+465.1% |
| Participant deferral / active EE | $19,893 | $9,614+106.9% | $9,135+117.8% | $6,407+210.5% |
| Admin fee / account holder | $140,656 | $17,308+712.7% | $16,298+763.0% | $12,270+1046.3% |