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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 | $83,620 | $192,829-56.6% | $142,516-41.3% | $139,487-40.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 8.95% | 18.07%-9.1pp | 20.03%-11.1pp | 373.84%-364.9pp |
| Employer contribution / active EE | $18,370 | $5,808+216.3% | $4,849+278.8% | $4,755+286.4% |
| Participant deferral / active EE | $10,834 | $7,200+50.5% | $6,280+72.5% | $6,713+61.4% |
| Admin fee / account holder | $67,215 | $15,120+344.5% | $10,008+571.6% | $11,407+489.2% |