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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 | $239,455 | $127,790+87.4% | $106,554+124.7% | $167,553+42.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.18% | 33.88%-25.7pp | 26.80%-18.6pp | 478.89%-470.7pp |
| Employer contribution / active EE | $5,644 | $3,427+64.7% | $2,819+100.2% | $4,840+16.6% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,288 | $11,231-44.0% | $7,408-15.1% | $12,316-48.9% |