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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 | $192,126 | $211,224-9.0% | $178,505+7.6% | $145,897+31.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.05% | 30.28%-27.2pp | 27.16%-24.1pp | 552.29%-549.2pp |
| Employer contribution / active EE | $1,250 | $4,577-72.7% | $3,955-68.4% | $4,663-73.2% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,908 | $12,109-1.7% | $10,428+14.2% | $13,390-11.1% |