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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 | $81,632+0.2% | $70,455+16.1% | $158,931-48.5% |
| Participation rate | 84.2% | 77.7%+6.5pp | 75.1%+9.2pp | 82.0%+2.3pp |
| Annual return | 2.58% | 208.48%-205.9pp | 109.06%-106.5pp | 302.86%-300.3pp |
| Employer contribution / active EE | $3,295 | $3,217+2.4% | $2,737+20.4% | $4,761-30.8% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $15,024 | $6,193+142.6% | $3,845+290.7% | $11,247+33.6% |