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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 | $36,707 | $198,457-81.5% | $170,435-78.5% | $147,586-75.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.23% | 257.30%-255.1pp | 205.94%-203.7pp | 578.59%-576.4pp |
| Employer contribution / active EE | $5,893 | $6,183-4.7% | $5,432+8.5% | $4,876+20.9% |
| Participant deferral / active EE | $3,760 | $5,629-33.2% | $4,939-23.9% | $5,439-30.9% |
| Admin fee / account holder | $1,606 | $16,852-90.5% | $13,881-88.4% | $10,886-85.2% |