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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 | $242,349 | $165,381+46.5% | $149,730+61.9% | $158,966+52.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.30% | 348.29%-344.0pp | 276.70%-272.4pp | 302.95%-298.6pp |
| Employer contribution / active EE | $4,102 | $5,104-19.6% | $4,645-11.7% | $4,762-13.9% |
| Participant deferral / active EE | $2,778 | $7,182-61.3% | $6,843-59.4% | $5,983-53.6% |
| Admin fee / account holder | $1,611 | $10,809-85.1% | $9,310-82.7% | $11,250-85.7% |