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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 | $152,610 | $209,422-27.1% | $178,503-14.5% | $158,982-4.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.58% | 188.81%-186.2pp | 151.12%-148.5pp | 302.99%-300.4pp |
| Employer contribution / active EE | $1,487 | $5,707-74.0% | $5,011-70.3% | $4,763-68.8% |
| Participant deferral / active EE | $2,745 | $5,955-53.9% | $5,202-47.2% | $5,983-54.1% |
| Admin fee / account holder | $98,671 | $17,079+477.7% | $13,987+605.4% | $11,252+777.0% |