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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 | $162,619 | $169,356-4.0% | $129,406+25.7% | $145,897+11.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.31% | 14418.62%-14411.3pp | 9468.18%-9460.9pp | 552.29%-545.0pp |
| Employer contribution / active EE | $2,967 | $5,542-46.5% | $4,155-28.6% | $4,663-36.4% |
| Participant deferral / active EE | $7,279 | $4,987+46.0% | $4,167+74.7% | $6,689+8.8% |
| Admin fee / account holder | $190,938 | $9,915+1825.7% | $7,689+2383.3% | $13,390+1325.9% |