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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 | $164,864 | $175,259-5.9% | $149,723+10.1% | $139,487+18.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 4.14% | 166.82%-162.7pp | 134.50%-130.4pp | 373.84%-369.7pp |
| Employer contribution / active EE | $10,518 | $5,478+92.0% | $4,821+118.1% | $4,755+121.2% |
| Participant deferral / active EE | $6,082 | $6,522-6.7% | $5,682+7.0% | $6,713-9.4% |
| Admin fee / account holder | $742,654 | $16,158+4496.1% | $13,215+5519.8% | $11,407+6410.3% |