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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 | $157,806 | $114,119+38.3% | $107,187+47.2% | $138,895+13.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 4.30% | 273.21%-268.9pp | 204.55%-200.2pp | 145.39%-141.1pp |
| Employer contribution / active EE | $8,333 | $4,059+105.3% | $3,782+120.3% | $4,194+98.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $626 | $10,024-93.8% | $9,162-93.2% | $12,562-95.0% |