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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 | $97,486 | $114,119-14.6% | $107,187-9.1% | $138,895-29.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.73% | 273.21%-263.5pp | 204.55%-194.8pp | 145.39%-135.7pp |
| Employer contribution / active EE | $4,000 | $4,059-1.4% | $3,782+5.8% | $4,194-4.6% |
| Participant deferral / active EE | $9,310 | $5,538+68.1% | $5,096+82.7% | $6,396+45.5% |
| Admin fee / account holder | $57,762 | $10,024+476.3% | $9,162+530.4% | $12,562+359.8% |