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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 | $242,596 | $115,810+109.5% | $101,271+139.5% | $158,966+52.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.06% | 56.15%-51.1pp | 46.48%-41.4pp | 302.95%-297.9pp |
| Employer contribution / active EE | $1,667 | $4,175-60.1% | $3,660-54.5% | $4,762-65.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,521 | $7,248-51.4% | $5,948-40.8% | $11,250-68.7% |