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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 | $167,621 | $95,664+75.2% | $76,902+118.0% | $139,487+20.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.05% | 55.03%-49.0pp | 37.91%-31.9pp | 373.84%-367.8pp |
| Employer contribution / active EE | $3,194 | $3,147+1.5% | $2,534+26.1% | $4,755-32.8% |
| Participant deferral / active EE | $8,672 | $4,626+87.5% | $3,833+126.2% | $6,713+29.2% |
| Admin fee / account holder | $340,969 | $8,311+4002.8% | $5,479+6123.5% | $11,407+2889.0% |