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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 | $230,579 | $157,276+46.6% | $141,177+63.3% | $152,885+50.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.06% | 64.33%-61.3pp | 71.40%-68.3pp | 345.39%-342.3pp |
| Employer contribution / active EE | $7,739 | $5,262+47.1% | $4,736+63.4% | $4,763+62.5% |
| Participant deferral / active EE | $7,292 | $7,110+2.5% | $6,710+8.7% | $5,851+24.6% |
| Admin fee / account holder | $48,129 | $12,123+297.0% | $10,263+369.0% | $11,598+315.0% |