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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 | $146,167 | $110,039+32.8% | $97,260+50.3% | $145,884+0.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.84% | 244.44%-237.6pp | 75.54%-68.7pp | 551.85%-545.0pp |
| Employer contribution / active EE | $2,975 | $3,074-3.2% | $2,721+9.3% | $4,662-36.2% |
| Participant deferral / active EE | $1,668 | $4,674-64.3% | $4,262-60.9% | $6,690-75.1% |
| Admin fee / account holder | $6,099 | $6,204-1.7% | $5,640+8.1% | $13,392-54.5% |