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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 | $100,154 | $111,787-10.4% | $93,681+6.9% | $145,978-31.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.22% | 203.52%-200.3pp | 133.47%-130.2pp | 550.52%-547.3pp |
| Employer contribution / active EE | $3,250 | $3,093+5.1% | $2,422+34.2% | $4,662-30.3% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,050 | $10,256-80.0% | $8,290-75.3% | $13,400-84.7% |