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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 | $121,306 | $114,013+6.4% | $103,693+17.0% | $155,188-21.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 3.04% | 49.31%-46.3pp | 47.61%-44.6pp | 148.84%-145.8pp |
| Employer contribution / active EE | $1,006 | $3,131-67.9% | $2,920-65.6% | $4,248-76.3% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,000 | $8,407-28.6% | $7,858-23.6% | $14,480-58.6% |