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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 | $142,781 | $181,062-21.1% | $158,223-9.8% | $155,188-8.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.47% | 57.39%-49.9pp | 52.09%-44.6pp | 148.84%-141.4pp |
| Employer contribution / active EE | $4,661 | $4,565+2.1% | $4,109+13.4% | $4,248+9.7% |
| Participant deferral / active EE | $5,974 | $6,134-2.6% | $5,467+9.3% | $6,531-8.5% |
| Admin fee / account holder | $82,921 | $18,825+340.5% | $16,047+416.7% | $14,480+472.7% |