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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 | $239,282 | $155,555+53.8% | $146,866+62.9% | $155,188+54.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 3.87% | 115.41%-111.5pp | 102.85%-99.0pp | 148.84%-145.0pp |
| Employer contribution / active EE | $2,896 | $4,647-37.7% | $4,425-34.6% | $4,248-31.8% |
| Participant deferral / active EE | $23,000 | $8,044+185.9% | $7,759+196.4% | $6,531+252.2% |
| Admin fee / account holder | $6,034 | $14,755-59.1% | $13,620-55.7% | $14,480-58.3% |