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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 | $117,596 | $103,038+14.1% | $90,324+30.2% | $152,909-23.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.15% | 95.25%-91.1pp | 78.15%-74.0pp | 345.46%-341.3pp |
| Employer contribution / active EE | $5,622 | $3,141+79.0% | $2,856+96.9% | $4,764+18.0% |
| Participant deferral / active EE | $10,332 | $4,282+141.3% | $3,885+165.9% | $5,851+76.6% |
| Admin fee / account holder | $24,336 | $6,177+294.0% | $5,356+354.4% | $11,601+109.8% |