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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 | $155,816 | $162,785-4.3% | $133,959+16.3% | $158,950-2.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.69% | 41.94%-39.3pp | 45.09%-42.4pp | 302.91%-300.2pp |
| Employer contribution / active EE | $1,429 | $4,975-71.3% | $3,919-63.5% | $4,762-70.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,850 | $11,738-84.2% | $8,928-79.3% | $11,248-83.6% |