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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 | $114,063 | $209,425-45.5% | $178,499-36.1% | $158,966-28.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.47% | 188.80%-184.3pp | 151.10%-146.6pp | 302.95%-298.5pp |
| Employer contribution / active EE | $4,540 | $5,707-20.5% | $5,011-9.4% | $4,762-4.7% |
| Participant deferral / active EE | $7,900 | $5,955+32.7% | $5,202+51.9% | $5,983+32.0% |
| Admin fee / account holder | $1,891 | $17,078-88.9% | $13,986-86.5% | $11,250-83.2% |