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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 | $162,306 | $154,228+5.2% | $145,433+11.6% | $137,256+18.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.62% | 74.59%-70.0pp | 66.58%-62.0pp | 220.34%-215.7pp |
| Employer contribution / active EE | $2,569 | $4,804-46.5% | $4,554-43.6% | $4,156-38.2% |
| Participant deferral / active EE | $12,088 | $8,216+47.1% | $7,897+53.1% | $6,407+88.7% |
| Admin fee / account holder | $1,297,469 | $14,344+8945.6% | $13,129+9782.5% | $12,270+10474.2% |