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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 | $116,539 | $115,796+0.6% | $101,264+15.1% | $158,950-26.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.91% | 56.15%-50.2pp | 46.48%-40.6pp | 302.91%-297.0pp |
| Employer contribution / active EE | $2,493 | $4,175-40.3% | $3,660-31.9% | $4,762-47.6% |
| Participant deferral / active EE | $3,857 | $4,958-22.2% | $4,370-11.8% | $5,983-35.5% |
| Admin fee / account holder | $87,567 | $7,247+1108.3% | $5,947+1372.5% | $11,248+678.5% |