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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 | $195,582 | $124,346+57.3% | $111,306+75.7% | $167,553+16.7% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 8.26% | 37.46%-29.2pp | 54.67%-46.4pp | 478.89%-470.6pp |
| Employer contribution / active EE | $1,203 | $3,438-65.0% | $2,732-56.0% | $4,840-75.1% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $33,692 | $10,623+217.2% | $7,966+323.0% | $12,316+173.6% |