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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 | $99,024 | $125,778-21.3% | $114,563-13.6% | $154,746-36.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 5.17% | 295.14%-290.0pp | 241.09%-235.9pp | 172.34%-167.2pp |
| Employer contribution / active EE | $6,902 | $2,806+146.0% | $2,592+166.3% | $4,379+57.6% |
| Participant deferral / active EE | $4,664 | $4,445+4.9% | $4,142+12.6% | $6,730-30.7% |
| Admin fee / account holder | $1,144 | $8,190-86.0% | $7,623-85.0% | $14,365-92.0% |