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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 | $153,388 | $154,228-0.5% | $145,433+5.5% | $137,256+11.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.19% | 74.59%-67.4pp | 66.58%-59.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $849 | $4,804-82.3% | $4,554-81.4% | $4,156-79.6% |
| Participant deferral / active EE | $4,012 | $8,216-51.2% | $7,897-49.2% | $6,407-37.4% |
| Admin fee / account holder | $416,708 | $14,344+2805.2% | $13,129+3074.0% | $12,270+3296.1% |