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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 | $144,073 | $178,174-19.1% | $156,181-7.8% | $137,256+5.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.38% | 84.19%-75.8pp | 64.87%-56.5pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,500 | $4,972-69.8% | $4,294-65.1% | $4,156-63.9% |
| Participant deferral / active EE | $6,000 | $6,888-12.9% | $6,132-2.2% | $6,407-6.3% |
| Admin fee / account holder | $66,311 | $17,404+281.0% | $14,586+354.6% | $12,270+440.4% |