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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 | $116,237 | $110,410+5.3% | $102,437+13.5% | $145,897-20.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.25% | 24.85%-16.6pp | 24.95%-16.7pp | 552.29%-544.0pp |
| Employer contribution / active EE | $5,229 | $4,217+24.0% | $3,871+35.1% | $4,663+12.1% |
| Participant deferral / active EE | $9,170 | $5,622+63.1% | $5,060+81.2% | $6,689+37.1% |
| Admin fee / account holder | $36,841 | $9,745+278.0% | $8,388+339.2% | $13,390+175.1% |