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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 | $177,561 | $166,020+7.0% | $164,866+7.7% | $145,959+21.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.46% | 100.08%-96.6pp | 69.97%-66.5pp | 561.95%-558.5pp |
| Employer contribution / active EE | $5,517 | $5,275+4.6% | $4,343+27.0% | $4,661+18.4% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,868 | $16,644-52.7% | $12,689-38.0% | $13,398-41.3% |