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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 | $126,275 | $70,532+79.0% | $68,948+83.1% | $137,256-8.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 7.64% | 32.56%-24.9pp | 28.39%-20.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $6,713 | $4,355+54.2% | $4,165+61.2% | $4,156+61.5% |
| Participant deferral / active EE | $0 | $6,773-100.0% | $6,186-100.0% | $6,407-100.0% |
| Admin fee / account holder | $60,420 | $7,916+663.2% | $7,539+701.5% | $12,270+392.4% |