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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 | $111,307 | $107,353+3.7% | $92,903+19.8% | $152,885-27.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 6.00% | 145.62%-139.6pp | 109.43%-103.4pp | 345.39%-339.4pp |
| Employer contribution / active EE | $1,000 | $4,222-76.3% | $3,653-72.6% | $4,763-79.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,358 | $7,081+74.5% | $5,795+113.3% | $11,598+6.5% |