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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 | $133,873 | $107,809+24.2% | $97,032+38.0% | $155,188-13.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 3.23% | 38.06%-34.8pp | 35.38%-32.1pp | 148.84%-145.6pp |
| Employer contribution / active EE | $8,571 | $2,911+194.4% | $2,629+226.0% | $4,248+101.8% |
| Participant deferral / active EE | $2,909 | $5,129-43.3% | $4,672-37.7% | $6,531-55.5% |
| Admin fee / account holder | $411,742 | $10,717+3741.8% | $9,418+4272.0% | $14,480+2743.6% |