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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 | $145,685 | $183,592-20.6% | $155,567-6.4% | $145,959-0.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.56% | 61.24%-52.7pp | 64.74%-56.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $4,732 | $5,315-11.0% | $4,674+1.2% | $4,661+1.5% |
| Participant deferral / active EE | $11,595 | $6,464+79.4% | $5,628+106.0% | $6,689+73.4% |
| Admin fee / account holder | $42,950 | $19,318+122.3% | $15,916+169.8% | $13,398+220.6% |