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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 | $171,264 | $183,592-6.7% | $155,574+10.1% | $145,877+17.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.15% | 61.37%-55.2pp | 64.87%-58.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $2,420 | $5,317-54.5% | $4,676-48.2% | $4,663-48.1% |
| Participant deferral / active EE | $7,208 | $6,466+11.5% | $5,629+28.1% | $6,691+7.7% |
| Admin fee / account holder | $396,496 | $19,316+1952.7% | $15,914+2391.5% | $13,402+2858.4% |