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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 | $100,684 | $106,247-5.2% | $96,515+4.3% | $139,466-27.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.01% | 38.47%-30.5pp | 35.73%-27.7pp | 373.66%-365.7pp |
| Employer contribution / active EE | $18,805 | $4,106+358.0% | $3,740+402.9% | $4,754+295.6% |
| Participant deferral / active EE | $15,000 | $5,456+174.9% | $4,880+207.4% | $6,712+123.5% |
| Admin fee / account holder | $314 | $7,885-96.0% | $6,735-95.3% | $11,409-97.3% |