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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 | $109,141 | $175,257-37.7% | $149,717-27.1% | $139,456-21.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.82% | 166.70%-159.9pp | 134.41%-127.6pp | 373.45%-366.6pp |
| Employer contribution / active EE | $4,749 | $5,477-13.3% | $4,820-1.5% | $4,753-0.1% |
| Participant deferral / active EE | $9,329 | $6,521+43.1% | $5,682+64.2% | $6,711+39.0% |
| Admin fee / account holder | $6,213 | $16,156-61.5% | $13,213-53.0% | $11,407-45.5% |