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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 | $211,353 | $97,125+117.6% | $86,233+145.1% | $137,256+54.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 5.83% | 74.19%-68.4pp | 61.39%-55.6pp | 220.34%-214.5pp |
| Employer contribution / active EE | $4,080 | $2,841+43.6% | $2,504+62.9% | $4,156-1.8% |
| Participant deferral / active EE | $15,909 | $5,180+207.2% | $4,559+249.0% | $6,407+148.3% |
| Admin fee / account holder | $98,416 | $9,725+912.0% | $8,342+1079.7% | $12,270+702.1% |