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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 | $170,879 | $209,336-18.4% | $197,124-13.3% | $137,256+24.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.27% | 48.09%-44.8pp | 44.34%-41.1pp | 220.34%-217.1pp |
| Employer contribution / active EE | $2,856 | $6,591-56.7% | $6,227-54.1% | $4,156-31.3% |
| Participant deferral / active EE | $3,332 | $9,614-65.3% | $9,135-63.5% | $6,407-48.0% |
| Admin fee / account holder | $63,823 | $17,308+268.8% | $16,298+291.6% | $12,270+420.1% |