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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 | $204,597 | $154,209+32.7% | $130,062+57.3% | $139,487+46.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 2.62% | 32.52%-29.9pp | -137.37%+140.0pp | 373.84%-371.2pp |
| Employer contribution / active EE | $5,870 | $5,292+10.9% | $4,322+35.8% | $4,755+23.5% |
| Participant deferral / active EE | $20,000 | $6,709+198.1% | $5,821+243.6% | $6,713+197.9% |
| Admin fee / account holder | $734 | $13,988-94.8% | $10,601-93.1% | $11,407-93.6% |