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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 | $88,155 | $209,425-57.9% | $178,499-50.6% | $158,966-44.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.15% | 188.80%-184.6pp | 151.10%-147.0pp | 302.95%-298.8pp |
| Employer contribution / active EE | $6,729 | $5,707+17.9% | $5,011+34.3% | $4,762+41.3% |
| Participant deferral / active EE | $6,177 | $5,955+3.7% | $5,202+18.7% | $5,983+3.2% |
| Admin fee / account holder | $161,715 | $17,078+846.9% | $13,986+1056.2% | $11,250+1337.5% |