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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 | $220,978 | $49,976+342.2% | $66,674+231.4% | $82,637+167.4% |
| Participation rate | 96.1% | 63.1%+33.0pp | 73.7%+22.4pp | 68.1%+28.0pp |
| Annual return | 3.01% | 39.09%-36.1pp | 321.24%-318.2pp | 53.51%-50.5pp |
| Employer contribution / active EE | $1,991 | $1,988+0.1% | $2,620-24.0% | $2,552-22.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,479 | $4,594-67.8% | $5,098-71.0% | $7,339-79.8% |