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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 | $130,892 | $112,121+16.7% | $95,960+36.4% | $158,966-17.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.70% | 171.16%-166.5pp | 91.63%-86.9pp | 302.95%-298.3pp |
| Employer contribution / active EE | $1,516 | $3,199-52.6% | $2,541-40.3% | $4,762-68.2% |
| Participant deferral / active EE | $1,866 | $4,784-61.0% | $4,167-55.2% | $5,983-68.8% |
| Admin fee / account holder | $2,368 | $10,135-76.6% | $6,797-65.2% | $11,250-79.0% |