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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 | $135,920 | $106,247+27.9% | $96,515+40.8% | $139,466-2.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.42% | 38.47%-28.0pp | 35.73%-25.3pp | 373.66%-363.2pp |
| Employer contribution / active EE | $4,663 | $4,106+13.6% | $3,740+24.7% | $4,754-1.9% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,319 | $7,885-83.3% | $6,735-80.4% | $11,409-88.4% |