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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 | $126,465 | $107,941+17.2% | $91,994+37.5% | $152,897-17.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 8.43% | 89.28%-80.8pp | 69.04%-60.6pp | 345.43%-337.0pp |
| Employer contribution / active EE | $1,610 | $4,212-61.8% | $3,453-53.4% | $4,764-66.2% |
| Participant deferral / active EE | $6,124 | $6,366-3.8% | $5,924+3.4% | $5,851+4.7% |
| Admin fee / account holder | $451 | $10,521-95.7% | $7,744-94.2% | $11,599-96.1% |