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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 | $179,958 | $174,379+3.2% | $152,093+18.3% | $138,895+29.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.21% | 74.86%-74.6pp | 66.36%-66.1pp | 145.39%-145.2pp |
| Employer contribution / active EE | $2,483 | $4,652-46.6% | $4,175-40.5% | $4,194-40.8% |
| Participant deferral / active EE | $31,000 | $6,159+403.3% | $5,451+468.7% | $6,396+384.7% |
| Admin fee / account holder | $1,915 | $16,880-88.7% | $14,497-86.8% | $12,562-84.8% |