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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 | $197,582 | $127,273+55.2% | $109,895+79.8% | $167,518+17.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 6.32% | 22.97%-16.7pp | 29.46%-23.1pp | 478.71%-472.4pp |
| Employer contribution / active EE | $5,539 | $3,324+66.6% | $2,843+94.8% | $4,838+14.5% |
| Participant deferral / active EE | $3,100 | $4,515-31.3% | $4,049-23.4% | $6,342-51.1% |
| Admin fee / account holder | $39,855 | $7,117+460.0% | $6,067+556.9% | $12,312+223.7% |