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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 | $134,125 | $107,944+24.3% | $91,994+45.8% | $152,885-12.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 3.46% | 89.26%-85.8pp | 69.03%-65.6pp | 345.39%-341.9pp |
| Employer contribution / active EE | $4,882 | $4,210+15.9% | $3,452+41.4% | $4,763+2.5% |
| Participant deferral / active EE | $11,250 | $6,365+76.8% | $5,923+89.9% | $5,851+92.3% |
| Admin fee / account holder | $911 | $10,521-91.3% | $7,743-88.2% | $11,598-92.1% |