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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 | $147,278 | $166,242-11.4% | $165,071-10.8% | $145,884+1.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.13% | 100.44%-95.3pp | 70.17%-65.0pp | 551.85%-546.7pp |
| Employer contribution / active EE | $2,503 | $5,283-52.6% | $4,347-42.4% | $4,662-46.3% |
| Participant deferral / active EE | $12,438 | $6,964+78.6% | $6,035+106.1% | $6,690+85.9% |
| Admin fee / account holder | $1,062 | $16,658-93.6% | $12,695-91.6% | $13,392-92.1% |