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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 | $228,439 | $115,810+97.3% | $101,271+125.6% | $158,966+43.7% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 5.70% | 56.15%-50.5pp | 46.48%-40.8pp | 302.95%-297.3pp |
| Employer contribution / active EE | $21,151 | $4,175+406.6% | $3,660+477.9% | $4,762+344.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,039 | $7,248-71.9% | $5,948-65.7% | $11,250-81.9% |