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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 | $203,800 | $88,672+129.8% | $105,223+93.7% | $82,448+147.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 0.91% | 30.86%-29.9pp | 180.65%-179.7pp | 41.64%-40.7pp |
| Employer contribution / active EE | $2,743 | $3,048-10.0% | $3,689-25.6% | $2,551+7.5% |
| Participant deferral / active EE | $5,220 | $4,036+29.3% | $5,072+2.9% | $4,139+26.1% |
| Admin fee / account holder | $2,568 | $7,146-64.1% | $8,859-71.0% | $7,234-64.5% |