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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 | $190,842 | $110,410+72.8% | $102,437+86.3% | $145,897+30.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.88% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.4pp |
| Employer contribution / active EE | $33,025 | $4,217+683.1% | $3,871+753.2% | $4,663+608.3% |
| Participant deferral / active EE | $17,336 | $5,622+208.4% | $5,060+242.6% | $6,689+159.2% |
| Admin fee / account holder | $50,249 | $9,745+415.6% | $8,388+499.1% | $13,390+275.3% |