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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 | $134,946 | $148,623-9.2% | $135,974-0.8% | $139,466-3.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 6.43% | 79.30%-72.9pp | 68.30%-61.9pp | 373.66%-367.2pp |
| Employer contribution / active EE | $10,904 | $5,246+107.8% | $4,859+124.4% | $4,754+129.4% |
| Participant deferral / active EE | $6,980 | $8,103-13.9% | $7,760-10.1% | $6,712+4.0% |
| Admin fee / account holder | $591,075 | $12,406+4664.6% | $10,767+5389.9% | $11,409+5080.9% |