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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 | $203,906 | $169,356+20.4% | $129,406+57.6% | $145,897+39.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.57% | 14418.62%-14414.0pp | 9468.18%-9463.6pp | 552.29%-547.7pp |
| Employer contribution / active EE | $3,232 | $5,542-41.7% | $4,155-22.2% | $4,663-30.7% |
| Participant deferral / active EE | $5,500 | $4,987+10.3% | $4,167+32.0% | $6,689-17.8% |
| Admin fee / account holder | $4,230 | $9,915-57.3% | $7,689-45.0% | $13,390-68.4% |