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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 | $165,464 | $157,304+5.2% | $141,197+17.2% | $152,909+8.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.21% | 64.34%-57.1pp | 71.41%-64.2pp | 345.46%-338.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,500 | $7,111+61.7% | $6,710+71.4% | $5,851+96.5% |
| Admin fee / account holder | $61,108 | $12,126+403.9% | $10,265+495.3% | $11,601+426.8% |