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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 | $211,079 | $125,184+68.6% | $105,607+99.9% | $145,884+44.7% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 2.30% | 225.00%-222.7pp | 116.11%-113.8pp | 551.85%-549.5pp |
| Employer contribution / active EE | $17,308 | $3,720+365.3% | $3,167+446.5% | $4,662+271.2% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,024 | $17,133-47.3% | $10,958-17.6% | $13,392-32.6% |