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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 | $226,374 | $157,304+43.9% | $141,197+60.3% | $152,909+48.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.60% | 64.34%-62.7pp | 71.41%-69.8pp | 345.46%-343.9pp |
| Employer contribution / active EE | $3,996 | $5,263-24.1% | $4,736-15.6% | $4,764-16.1% |
| Participant deferral / active EE | $12,892 | $7,111+81.3% | $6,710+92.1% | $5,851+120.3% |
| Admin fee / account holder | $90,189 | $12,126+643.8% | $10,265+778.6% | $11,601+677.4% |