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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 | $189,958 | $115,796+64.0% | $101,264+87.6% | $158,950+19.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.56% | 56.15%-50.6pp | 46.48%-40.9pp | 302.91%-297.4pp |
| Employer contribution / active EE | $15,141 | $4,175+262.6% | $3,660+313.7% | $4,762+218.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,762 | $7,247-75.7% | $5,947-70.4% | $11,248-84.3% |