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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 | $161,379 | $183,539-12.1% | $155,556+3.7% | $145,897+10.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.05% | 61.31%-55.3pp | 64.84%-58.8pp | 552.29%-546.2pp |
| Employer contribution / active EE | $5,346 | $5,315+0.6% | $4,675+14.3% | $4,663+14.7% |
| Participant deferral / active EE | $6,429 | $6,467-0.6% | $5,631+14.2% | $6,689-3.9% |
| Admin fee / account holder | $69,289 | $19,275+259.5% | $15,885+336.2% | $13,390+417.5% |