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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 | $141,238 | $165,399-14.6% | $149,745-5.7% | $158,982-11.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.16% | 348.34%-341.2pp | 276.72%-269.6pp | 302.99%-295.8pp |
| Employer contribution / active EE | $7,128 | $5,105+39.6% | $4,646+53.4% | $4,763+49.7% |
| Participant deferral / active EE | $9,879 | $7,183+37.5% | $6,843+44.4% | $5,983+65.1% |
| Admin fee / account holder | $23,415 | $10,811+116.6% | $9,312+151.5% | $11,252+108.1% |