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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 | $96,099 | $209,425-54.1% | $178,499-46.2% | $158,966-39.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.64% | 188.80%-188.2pp | 151.10%-150.5pp | 302.95%-302.3pp |
| Employer contribution / active EE | $8,282 | $5,707+45.1% | $5,011+65.3% | $4,762+73.9% |
| Participant deferral / active EE | $7,082 | $5,955+18.9% | $5,202+36.1% | $5,983+18.4% |
| Admin fee / account holder | $426 | $17,078-97.5% | $13,986-97.0% | $11,250-96.2% |