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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 | $150,346+1.4% | $120,524+26.5% | $145,877+4.5% |
| Participation rate | 83.3% | 78.8%+4.5pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 6.04% | 154.40%-148.4pp | 107.36%-101.3pp | 551.28%-545.2pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $795 | $12,215-93.5% | $9,440-91.6% | $13,402-94.1% |