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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 | $154,371 | $152,619+1.1% | $125,195+23.3% | $152,909+1.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 4.30% | 54.85%-50.6pp | 43.79%-39.5pp | 345.46%-341.2pp |
| Employer contribution / active EE | $10,033 | $4,947+102.8% | $3,866+159.5% | $4,764+110.6% |
| Participant deferral / active EE | $5,252 | $5,869-10.5% | $4,937+6.4% | $5,851-10.2% |
| Admin fee / account holder | $1,667 | $13,437-87.6% | $9,704-82.8% | $11,601-85.6% |