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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 | $110,331 | $166,131-33.6% | $164,975-33.1% | $145,877-24.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.31% | 100.37%-94.1pp | 70.12%-63.8pp | 551.28%-545.0pp |
| Employer contribution / active EE | $2,236 | $5,276-57.6% | $4,343-48.5% | $4,663-52.1% |
| Participant deferral / active EE | $20,854 | $6,962+199.5% | $6,033+245.6% | $6,691+211.7% |
| Admin fee / account holder | $910 | $16,648-94.5% | $12,688-92.8% | $13,402-93.2% |