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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 | $145,157 | $124,175+16.9% | $108,405+33.9% | $167,553-13.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.12% | 1380.13%-1375.0pp | 905.55%-900.4pp | 478.89%-473.8pp |
| Employer contribution / active EE | $3,666 | $4,188-12.5% | $3,559+3.0% | $4,840-24.3% |
| Participant deferral / active EE | $6,500 | $6,908-5.9% | $6,563-1.0% | $6,343+2.5% |
| Admin fee / account holder | $1,211 | $9,457-87.2% | $7,297-83.4% | $12,316-90.2% |