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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 | $146,139 | $127,296+14.8% | $109,907+33.0% | $167,536-12.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 4.21% | 22.97%-18.8pp | 29.46%-25.2pp | 478.82%-474.6pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,490 | $4,513-22.7% | $4,047-13.8% | $6,342-45.0% |
| Admin fee / account holder | $5,590 | $7,119-21.5% | $6,069-7.9% | $12,315-54.6% |