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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 | $127,762+87.4% | $106,545+124.7% | $167,497+43.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.18% | 33.87%-25.7pp | 26.80%-18.6pp | 478.62%-470.4pp |
| Employer contribution / active EE | $5,644 | $3,427+64.7% | $2,819+100.2% | $4,838+16.7% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $6,288 | $11,226-44.0% | $7,407-15.1% | $12,310-48.9% |