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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 | $158,234 | $157,304+0.6% | $141,197+12.1% | $152,909+3.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.24% | 64.34%-61.1pp | 71.41%-68.2pp | 345.46%-342.2pp |
| Employer contribution / active EE | $2,400 | $5,263-54.4% | $4,736-49.3% | $4,764-49.6% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $6,608 | $12,126-45.5% | $10,265-35.6% | $11,601-43.0% |