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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 | $154,357 | $183,592-15.9% | $155,567-0.8% | $145,959+5.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.28% | 61.24%-55.0pp | 64.74%-58.5pp | 561.95%-555.7pp |
| Employer contribution / active EE | $3,571 | $5,315-32.8% | $4,674-23.6% | $4,661-23.4% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,182 | $19,318-78.4% | $15,916-73.7% | $13,398-68.8% |