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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 | $154,383 | $226,105-31.7% | $182,540-15.4% | $152,897+1.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.96% | 192.58%-187.6pp | 148.58%-143.6pp | 345.43%-340.5pp |
| Employer contribution / active EE | $2,761 | $4,978-44.5% | $4,076-32.2% | $4,764-42.0% |
| Participant deferral / active EE | $7,360 | $6,370+15.5% | $5,525+33.2% | $5,851+25.8% |
| Admin fee / account holder | $6,188 | $10,706-42.2% | $8,593-28.0% | $11,599-46.7% |