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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 | $150,422 | $232,540-35.3% | $185,117-18.7% | $147,586+1.9% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 5.98% | 43.03%-37.1pp | 40.50%-34.5pp | 578.59%-572.6pp |
| Employer contribution / active EE | $444 | $5,195-91.4% | $4,182-89.4% | $4,876-90.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,441 | $10,275-56.8% | $8,159-45.6% | $10,886-59.2% |