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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 | $110,665 | $150,207-26.3% | $120,380-8.1% | $145,978-24.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.09% | 154.28%-149.2pp | 107.28%-102.2pp | 550.52%-545.4pp |
| Employer contribution / active EE | $11,635 | $4,351+167.4% | $3,465+235.8% | $4,662+149.6% |
| Participant deferral / active EE | $7,440 | $6,175+20.5% | $4,992+49.0% | $6,690+11.2% |
| Admin fee / account holder | $17,694 | $12,203+45.0% | $9,421+87.8% | $13,400+32.0% |