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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 | $90,752 | $209,405-56.7% | $178,486-49.2% | $158,931-42.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.26% | 188.77%-186.5pp | 151.08%-148.8pp | 302.86%-300.6pp |
| Employer contribution / active EE | $4,024 | $5,707-29.5% | $5,011-19.7% | $4,761-15.5% |
| Participant deferral / active EE | $7,621 | $5,954+28.0% | $5,202+46.5% | $5,982+27.4% |
| Admin fee / account holder | $458 | $17,076-97.3% | $13,985-96.7% | $11,247-95.9% |