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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 | $202,554 | $156,398+29.5% | $147,318+37.5% | $138,895+45.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.92% | 78.75%-74.8pp | 70.43%-66.5pp | 145.39%-141.5pp |
| Employer contribution / active EE | $4,375 | $4,853-9.9% | $4,593-4.7% | $4,194+4.3% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,362 | $14,976-84.2% | $13,708-82.8% | $12,562-81.2% |