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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 | $166,357 | $183,539-9.4% | $155,556+6.9% | $145,897+14.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.91% | 61.31%-55.4pp | 64.84%-58.9pp | 552.29%-546.4pp |
| Employer contribution / active EE | $7,202 | $5,315+35.5% | $4,675+54.0% | $4,663+54.5% |
| Participant deferral / active EE | $3,813 | $6,467-41.0% | $5,631-32.3% | $6,689-43.0% |
| Admin fee / account holder | $64,266 | $19,275+233.4% | $15,885+304.6% | $13,390+379.9% |