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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 | $150,553 | $217,427-30.8% | $185,837-19.0% | $167,518-10.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.92% | 148.39%-141.5pp | 122.08%-115.2pp | 478.71%-471.8pp |
| Employer contribution / active EE | $3,809 | $5,874-35.2% | $5,168-26.3% | $4,838-21.3% |
| Participant deferral / active EE | $13,556 | $6,357+113.2% | $5,568+143.4% | $6,342+113.8% |
| Admin fee / account holder | $1,027 | $19,816-94.8% | $16,241-93.7% | $12,312-91.7% |