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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 | $209,814 | $124,330+68.8% | $109,173+92.2% | $167,536+25.2% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 3.44% | 26.04%-22.6pp | 25.75%-22.3pp | 478.82%-475.4pp |
| Employer contribution / active EE | $2,334 | $4,209-44.6% | $3,723-37.3% | $4,839-51.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,138 | $7,974-85.7% | $6,755-83.2% | $12,315-90.8% |