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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 | $109,603 | $107,353+2.1% | $92,903+18.0% | $152,885-28.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 6.25% | 145.62%-139.4pp | 109.43%-103.2pp | 345.39%-339.1pp |
| Employer contribution / active EE | $5,556 | $4,222+31.6% | $3,653+52.1% | $4,763+16.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,289 | $7,081-81.8% | $5,795-77.8% | $11,598-88.9% |