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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 | $103,341 | $172,111-40.0% | $150,298-31.2% | $137,256-24.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.33% | 69.37%-60.0pp | 62.79%-53.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $2,380 | $4,636-48.7% | $4,154-42.7% | $4,156-42.7% |
| Participant deferral / active EE | $6,786 | $6,166+10.1% | $5,453+24.4% | $6,407+5.9% |
| Admin fee / account holder | $330,223 | $16,471+1904.9% | $14,116+2239.4% | $12,270+2591.3% |