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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 | $192,381 | $103,392+86.1% | $87,104+120.9% | $152,897+25.8% |
| Participation rate | 95.8% | 79.4%+16.5pp | 76.9%+19.0pp | 82.5%+13.4pp |
| Annual return | 0.74% | 28.10%-27.4pp | 28.19%-27.5pp | 345.43%-344.7pp |
| Employer contribution / active EE | $8,683 | $3,221+169.6% | $2,521+244.4% | $4,764+82.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,347 | $12,194-56.2% | $7,491-28.6% | $11,599-53.9% |