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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 | $181,588 | $185,905-2.3% | $170,057+6.8% | $139,487+30.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.16% | 60.56%-54.4pp | 53.42%-47.3pp | 373.84%-367.7pp |
| Employer contribution / active EE | $7,222 | $7,597-4.9% | $6,790+6.4% | $4,755+51.9% |
| Participant deferral / active EE | $4,844 | $11,627-58.3% | $10,411-53.5% | $6,713-27.8% |
| Admin fee / account holder | $163,997 | $15,397+965.1% | $12,826+1178.6% | $11,407+1337.6% |