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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 | $148,968 | $160,040-6.9% | $147,096+1.3% | $145,877+2.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.21% | 98.49%-93.3pp | 419.75%-414.5pp | 551.28%-546.1pp |
| Employer contribution / active EE | $1,643 | $5,289-68.9% | $4,936-66.7% | $4,663-64.8% |
| Participant deferral / active EE | $3,401 | $8,429-59.6% | $8,071-57.9% | $6,691-49.2% |
| Admin fee / account holder | $61,902 | $15,050+311.3% | $13,005+376.0% | $13,402+361.9% |