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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 | $244,533 | $114,119+114.3% | $107,187+128.1% | $138,895+76.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.35% | 273.21%-264.9pp | 204.55%-196.2pp | 145.39%-137.0pp |
| Employer contribution / active EE | $3,738 | $4,059-7.9% | $3,782-1.2% | $4,194-10.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,801 | $10,024-82.0% | $9,162-80.3% | $12,562-85.7% |