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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 | $126,262 | $110,039+14.7% | $97,260+29.8% | $145,884-13.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.02% | 244.44%-238.4pp | 75.54%-69.5pp | 551.85%-545.8pp |
| Employer contribution / active EE | $2,510 | $3,074-18.4% | $2,721-7.8% | $4,662-46.2% |
| Participant deferral / active EE | $5,117 | $4,674+9.5% | $4,262+20.1% | $6,690-23.5% |
| Admin fee / account holder | $17,693 | $6,204+185.2% | $5,640+213.7% | $13,392+32.1% |