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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 | $183,592-12.2% | $155,574+3.6% | $145,877+10.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.55% | 61.37%-57.8pp | 64.87%-61.3pp | 551.28%-547.7pp |
| Employer contribution / active EE | $2,266 | $5,317-57.4% | $4,676-51.5% | $4,663-51.4% |
| Participant deferral / active EE | $11,610 | $6,466+79.6% | $5,629+106.2% | $6,691+73.5% |
| Admin fee / account holder | $100,125 | $19,316+418.4% | $15,914+529.2% | $13,402+647.1% |