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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 | $175,072 | $72,071+142.9% | $68,368+156.1% | $137,256+27.6% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 5.57% | 353.14%-347.6pp | 292.57%-287.0pp | 220.34%-214.8pp |
| Employer contribution / active EE | $2,306 | $2,788-17.3% | $2,649-13.0% | $4,156-44.5% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,866 | $5,336-27.5% | $5,150-24.9% | $12,270-68.5% |