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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 | $157,304+46.6% | $141,197+63.3% | $152,909+50.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.06% | 64.34%-61.3pp | 71.41%-68.3pp | 345.46%-342.4pp |
| Employer contribution / active EE | $7,739 | $5,263+47.1% | $4,736+63.4% | $4,764+62.4% |
| Participant deferral / active EE | $7,292 | $7,111+2.5% | $6,710+8.7% | $5,851+24.6% |
| Admin fee / account holder | $48,129 | $12,126+296.9% | $10,265+368.9% | $11,601+314.9% |