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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 | $212,595 | $81,696+160.2% | $70,494+201.6% | $158,982+33.7% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 1.88% | 208.70%-206.8pp | 109.16%-107.3pp | 302.99%-301.1pp |
| Employer contribution / active EE | $3,424 | $3,220+6.3% | $2,738+25.0% | $4,763-28.1% |
| Participant deferral / active EE | $6,489 | $4,558+42.4% | $3,711+74.9% | $5,983+8.5% |
| Admin fee / account holder | $1,174 | $6,200-81.1% | $3,848-69.5% | $11,252-89.6% |