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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 | $131,386 | $166,242-21.0% | $165,071-20.4% | $145,884-9.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.11% | 100.44%-96.3pp | 70.17%-66.1pp | 551.85%-547.7pp |
| Employer contribution / active EE | $24,934 | $5,283+372.0% | $4,347+473.5% | $4,662+434.8% |
| Participant deferral / active EE | $7,177 | $6,964+3.1% | $6,035+18.9% | $6,690+7.3% |
| Admin fee / account holder | $702 | $16,658-95.8% | $12,695-94.5% | $13,392-94.8% |