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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 | $71,217 | $209,425-66.0% | $178,499-60.1% | $158,966-55.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.81% | 188.80%-186.0pp | 151.10%-148.3pp | 302.95%-300.1pp |
| Employer contribution / active EE | $7,088 | $5,707+24.2% | $5,011+41.4% | $4,762+48.8% |
| Participant deferral / active EE | $5,044 | $5,955-15.3% | $5,202-3.0% | $5,983-15.7% |
| Admin fee / account holder | $957 | $17,078-94.4% | $13,986-93.2% | $11,250-91.5% |