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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 | $84,554 | $172,111-50.9% | $150,298-43.7% | $137,256-38.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.57% | 69.37%-62.8pp | 62.79%-56.2pp | 220.34%-213.8pp |
| Employer contribution / active EE | $2,828 | $4,636-39.0% | $4,154-31.9% | $4,156-32.0% |
| Participant deferral / active EE | $5,953 | $6,166-3.4% | $5,453+9.2% | $6,407-7.1% |
| Admin fee / account holder | $197,965 | $16,471+1101.9% | $14,116+1302.4% | $12,270+1513.4% |