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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 | $139,719 | $175,259-20.3% | $149,723-6.7% | $139,487+0.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.21% | 166.82%-162.6pp | 134.50%-130.3pp | 373.84%-369.6pp |
| Employer contribution / active EE | $1,429 | $5,478-73.9% | $4,821-70.4% | $4,755-69.9% |
| Participant deferral / active EE | $4,100 | $6,522-37.1% | $5,682-27.8% | $6,713-38.9% |
| Admin fee / account holder | $7,574 | $16,158-53.1% | $13,215-42.7% | $11,407-33.6% |