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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 | $147,036 | $154,228-4.7% | $145,433+1.1% | $137,256+7.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $8,550 | $4,804+78.0% | $4,554+87.7% | $4,156+105.7% |
| Participant deferral / active EE | $7,000 | $8,216-14.8% | $7,897-11.4% | $6,407+9.3% |
| Admin fee / account holder | $4,500 | $14,344-68.6% | $13,129-65.7% | $12,270-63.3% |