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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 | $120,752 | $109,908+9.9% | $97,161+24.3% | $145,978-17.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 4.40% | 243.80%-239.4pp | 75.36%-71.0pp | 550.52%-546.1pp |
| Employer contribution / active EE | $3,094 | $3,077+0.5% | $2,723+13.6% | $4,662-33.6% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,198 | $6,213-80.7% | $5,647-78.8% | $13,400-91.1% |