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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 | $119,959 | $81,664+46.9% | $70,476+70.2% | $158,966-24.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.37% | 208.59%-205.2pp | 109.12%-105.7pp | 302.95%-299.6pp |
| Employer contribution / active EE | $8,347 | $3,219+159.3% | $2,738+204.9% | $4,762+75.3% |
| Participant deferral / active EE | $7,994 | $4,556+75.4% | $3,710+115.5% | $5,983+33.6% |
| Admin fee / account holder | $2,348 | $6,197-62.1% | $3,847-39.0% | $11,250-79.1% |