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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 | $240,030 | $162,136+48.0% | $152,301+57.6% | $154,746+55.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.04% | 91.02%-87.0pp | 80.50%-76.5pp | 172.34%-168.3pp |
| Employer contribution / active EE | $4,074 | $4,890-16.7% | $4,624-11.9% | $4,379-7.0% |
| Participant deferral / active EE | $7,247 | $8,341-13.1% | $8,004-9.5% | $6,730+7.7% |
| Admin fee / account holder | $156,273 | $15,759+891.6% | $14,398+985.4% | $14,365+987.9% |