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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 | $172,269 | $152,612+12.9% | $125,192+37.6% | $152,897+12.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 7.20% | 54.85%-47.6pp | 43.79%-36.6pp | 345.43%-338.2pp |
| Employer contribution / active EE | $17,168 | $4,947+247.0% | $3,866+344.1% | $4,764+260.4% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,939 | $13,437-78.1% | $9,704-69.7% | $11,599-74.7% |