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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 | $208,088-1.7% | $186,193+9.9% | $154,746+32.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 7.23% | 89.97%-82.7pp | 78.03%-70.8pp | 172.34%-165.1pp |
| Employer contribution / active EE | $3,041 | $4,340-29.9% | $3,918-22.4% | $4,379-30.5% |
| Participant deferral / active EE | $2,508 | $7,078-64.6% | $6,513-61.5% | $6,730-62.7% |
| Admin fee / account holder | $276,099 | $11,698+2260.2% | $11,058+2396.8% | $14,365+1822.0% |