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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 | $81,820 | $81,696+0.2% | $70,494+16.1% | $158,982-48.5% |
| Participation rate | 84.2% | 77.7%+6.5pp | 75.1%+9.2pp | 82.0%+2.2pp |
| Annual return | 2.58% | 208.70%-206.1pp | 109.16%-106.6pp | 302.99%-300.4pp |
| Employer contribution / active EE | $3,295 | $3,220+2.3% | $2,738+20.4% | $4,763-30.8% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,024 | $6,200+142.3% | $3,848+290.5% | $11,252+33.5% |