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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 | $180,427 | $148,629+21.4% | $135,982+32.7% | $139,487+29.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.31% | 79.33%-75.0pp | 68.32%-64.0pp | 373.84%-369.5pp |
| Employer contribution / active EE | $2,368 | $5,247-54.9% | $4,859-51.3% | $4,755-50.2% |
| Participant deferral / active EE | $22,500 | $8,102+177.7% | $7,760+190.0% | $6,713+235.2% |
| Admin fee / account holder | $1,124,253 | $12,406+8961.9% | $10,767+10341.4% | $11,407+9755.5% |