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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 | $161,247 | $183,516-12.1% | $155,534+3.7% | $145,884+10.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.55% | 61.43%-57.9pp | 64.92%-61.4pp | 551.85%-548.3pp |
| Employer contribution / active EE | $2,266 | $5,315-57.4% | $4,675-51.5% | $4,662-51.4% |
| Participant deferral / active EE | $11,610 | $6,467+79.5% | $5,630+106.2% | $6,690+73.6% |
| Admin fee / account holder | $100,125 | $19,293+419.0% | $15,900+529.7% | $13,392+647.7% |