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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 | $174,577 | $115,814+50.7% | $101,275+72.4% | $158,982+9.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.33% | 56.16%-51.8pp | 46.48%-42.2pp | 302.99%-298.7pp |
| Employer contribution / active EE | $5,034 | $4,176+20.6% | $3,660+37.5% | $4,763+5.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,989 | $7,249-72.6% | $5,948-66.6% | $11,252-82.3% |