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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 | $178,541 | $209,428-14.7% | $178,4980% | $158,950+12.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.69% | 188.78%-184.1pp | 151.09%-146.4pp | 302.91%-298.2pp |
| Employer contribution / active EE | $4,465 | $5,707-21.8% | $5,011-10.9% | $4,762-6.2% |
| Participant deferral / active EE | $14,052 | $5,955+136.0% | $5,202+170.1% | $5,983+134.9% |
| Admin fee / account holder | $1,761 | $17,077-89.7% | $13,985-87.4% | $11,248-84.3% |