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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 | $190,152 | $110,379+72.3% | $102,412+85.7% | $145,884+30.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.42% | 24.84%-19.4pp | 24.94%-19.5pp | 551.85%-546.4pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $23,000 | $5,622+309.1% | $5,060+354.5% | $6,690+243.8% |
| Admin fee / account holder | $2,516 | $9,745-74.2% | $8,388-70.0% | $13,392-81.2% |