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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 | $185,312-44.2% | $161,489-36.0% | $154,746-33.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.33% | 103.84%-94.5pp | 89.72%-80.4pp | 172.34%-163.0pp |
| Employer contribution / active EE | $2,380 | $4,769-50.1% | $4,268-44.2% | $4,379-45.7% |
| Participant deferral / active EE | $6,786 | $6,350+6.9% | $5,630+20.5% | $6,730+0.8% |
| Admin fee / account holder | $330,223 | $18,654+1670.2% | $16,006+1963.2% | $14,365+2198.8% |