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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 | $140,256 | $180,749-22.4% | $160,784-12.8% | $137,256+2.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 3.29% | 2234.46%-2231.2pp | 1803.92%-1800.6pp | 220.34%-217.0pp |
| Employer contribution / active EE | $819 | $4,155-80.3% | $3,733-78.1% | $4,156-80.3% |
| Participant deferral / active EE | $5,401 | $6,844-21.1% | $6,293-14.2% | $6,407-15.7% |
| Admin fee / account holder | $3,720 | $10,397-64.2% | $9,717-61.7% | $12,270-69.7% |