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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 | $206,535 | $99,017+108.6% | $86,587+138.5% | $147,585+39.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.89% | 1312.37%-1306.5pp | 964.86%-959.0pp | 578.56%-572.7pp |
| Employer contribution / active EE | $4,753 | $3,132+51.8% | $2,839+67.4% | $4,876-2.5% |
| Participant deferral / active EE | $2,009 | $3,972-49.4% | $3,609-44.3% | $5,439-63.1% |
| Admin fee / account holder | $1,135 | $5,710-80.1% | $4,906-76.9% | $10,885-89.6% |