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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 | $220,701 | $154,159+43.2% | $130,026+69.7% | $139,456+58.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.50% | 32.50%-29.0pp | -137.26%+140.8pp | 373.45%-369.9pp |
| Employer contribution / active EE | $3,789 | $5,292-28.4% | $4,321-12.3% | $4,753-20.3% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,123 | $14,001-84.8% | $10,608-80.0% | $11,407-81.4% |