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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 | $113,419 | $101,618+11.6% | $93,063+21.9% | $137,256-17.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 2.07% | 223.95%-221.9pp | 34.15%-32.1pp | 220.34%-218.3pp |
| Employer contribution / active EE | $5,796 | $2,707+114.1% | $2,476+134.1% | $4,156+39.5% |
| Participant deferral / active EE | $15,600 | $4,279+264.6% | $3,958+294.1% | $6,407+143.5% |
| Admin fee / account holder | $973 | $6,198-84.3% | $6,033-83.9% | $12,270-92.1% |