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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 | $152,476 | $150,435+1.4% | $120,580+26.5% | $145,897+4.5% |
| Participation rate | 83.3% | 78.8%+4.5pp | 72.0%+11.4pp | 80.3%+3.0pp |
| Annual return | 6.04% | 154.60%-148.6pp | 107.48%-101.4pp | 552.29%-546.3pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $795 | $12,182-93.5% | $9,418-91.6% | $13,390-94.1% |