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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 | $123,251 | $183,592-32.9% | $155,574-20.8% | $145,877-15.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.59% | 61.37%-55.8pp | 64.87%-59.3pp | 551.28%-545.7pp |
| Employer contribution / active EE | $4,141 | $5,317-22.1% | $4,676-11.4% | $4,663-11.2% |
| Participant deferral / active EE | $11,646 | $6,466+80.1% | $5,629+106.9% | $6,691+74.1% |
| Admin fee / account holder | $67,080 | $19,316+247.3% | $15,914+321.5% | $13,402+400.5% |