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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 | $245,021 | $227,291+7.8% | $214,702+14.1% | $155,188+57.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 1.70% | 60.08%-58.4pp | 54.55%-52.9pp | 148.84%-147.1pp |
| Employer contribution / active EE | $6,109 | $6,772-9.8% | $6,461-5.4% | $4,248+43.8% |
| Participant deferral / active EE | $11,997 | $9,582+25.2% | $9,147+31.2% | $6,531+83.7% |
| Admin fee / account holder | $438,907 | $20,413+2050.2% | $19,830+2113.3% | $14,480+2931.2% |