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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 | $227,008 | $118,488+91.6% | $98,462+130.6% | $139,487+62.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.36% | 18.96%-13.6pp | 21.17%-15.8pp | 373.84%-368.5pp |
| Employer contribution / active EE | $1,881 | $3,611-47.9% | $3,049-38.3% | $4,755-60.4% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,649 | $13,868-66.5% | $8,875-47.6% | $11,407-59.2% |