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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 | $121,233 | $114,013+6.3% | $103,693+16.9% | $155,188-21.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 2.87% | 49.31%-46.4pp | 47.61%-44.7pp | 148.84%-146.0pp |
| Employer contribution / active EE | $13,053 | $3,131+316.9% | $2,920+347.0% | $4,248+207.3% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $66,789 | $8,407+694.5% | $7,858+749.9% | $14,480+361.3% |