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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 | $231,507 | $217,432+6.5% | $185,849+24.6% | $167,536+38.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.07% | 148.42%-148.3pp | 122.10%-122.0pp | 478.82%-478.7pp |
| Employer contribution / active EE | $3,967 | $5,875-32.5% | $5,169-23.2% | $4,839-18.0% |
| Participant deferral / active EE | $10,506 | $6,357+65.2% | $5,569+88.6% | $6,342+65.6% |
| Admin fee / account holder | $419 | $19,818-97.9% | $16,244-97.4% | $12,315-96.6% |