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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 | $129,798 | $107,353+20.9% | $92,903+39.7% | $152,885-15.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 3.56% | 145.62%-142.1pp | 109.43%-105.9pp | 345.39%-341.8pp |
| Employer contribution / active EE | $2,483 | $4,222-41.2% | $3,653-32.0% | $4,763-47.9% |
| Participant deferral / active EE | $2,271 | $4,848-53.2% | $4,238-46.4% | $5,851-61.2% |
| Admin fee / account holder | $1,405 | $7,081-80.2% | $5,795-75.8% | $11,598-87.9% |