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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 | $169,415 | $209,336-19.1% | $197,124-14.1% | $137,256+23.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.76% | 48.09%-42.3pp | 44.34%-38.6pp | 220.34%-214.6pp |
| Employer contribution / active EE | $15,033 | $6,591+128.1% | $6,227+141.4% | $4,156+261.7% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $270,968 | $17,308+1465.6% | $16,298+1562.6% | $12,270+2108.3% |