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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 | $140,097 | $201,370-30.4% | $184,256-24.0% | $145,897-4.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.39% | 29.05%-23.7pp | 28.85%-23.5pp | 552.29%-546.9pp |
| Employer contribution / active EE | $44,221 | $7,024+529.6% | $6,427+588.0% | $4,663+848.4% |
| Participant deferral / active EE | $22,150 | $9,808+125.8% | $9,133+142.5% | $6,689+231.1% |
| Admin fee / account holder | $28,611 | $16,364+74.8% | $13,899+105.8% | $13,390+113.7% |