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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 | $193,369 | $156,398+23.6% | $147,318+31.3% | $138,895+39.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.38% | 78.75%-75.4pp | 70.43%-67.0pp | 145.39%-142.0pp |
| Employer contribution / active EE | $4,330 | $4,853-10.8% | $4,593-5.7% | $4,194+3.2% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $275,597 | $14,976+1740.3% | $13,708+1910.5% | $12,562+2093.9% |