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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 | $97,962 | $108,942-10.1% | $100,415-2.4% | $145,897-32.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.69% | 58.27%-57.6pp | 49.47%-48.8pp | 552.29%-551.6pp |
| Employer contribution / active EE | $5,200 | $4,422+17.6% | $3,943+31.9% | $4,663+11.5% |
| Participant deferral / active EE | $11,583 | $8,461+36.9% | $8,091+43.2% | $6,689+73.2% |
| Admin fee / account holder | $935 | $9,702-90.4% | $7,906-88.2% | $13,390-93.0% |