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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 | $212,386-20.2% | $199,883-15.2% | $138,895+22.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 5.76% | 47.75%-42.0pp | 43.81%-38.0pp | 145.39%-139.6pp |
| Employer contribution / active EE | $15,033 | $6,625+126.9% | $6,261+140.1% | $4,194+258.4% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $270,968 | $18,233+1386.1% | $17,268+1469.2% | $12,562+2057.0% |