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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 | $42,867 | $209,422-79.5% | $178,503-76.0% | $158,982-73.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.18% | 188.81%-184.6pp | 151.12%-146.9pp | 302.99%-298.8pp |
| Employer contribution / active EE | $2,133 | $5,707-62.6% | $5,011-57.4% | $4,763-55.2% |
| Participant deferral / active EE | $7,003 | $5,955+17.6% | $5,202+34.6% | $5,983+17.0% |
| Admin fee / account holder | $23,772 | $17,079+39.2% | $13,987+70.0% | $11,252+111.3% |