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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 | $204,587 | $180,749+13.2% | $160,784+27.2% | $137,256+49.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.23% | 2234.46%-2227.2pp | 1803.92%-1796.7pp | 220.34%-213.1pp |
| Employer contribution / active EE | $3,041 | $4,155-26.8% | $3,733-18.5% | $4,156-26.8% |
| Participant deferral / active EE | $2,508 | $6,844-63.4% | $6,293-60.1% | $6,407-60.8% |
| Admin fee / account holder | $276,099 | $10,397+2555.6% | $9,717+2741.4% | $12,270+2150.2% |