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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 | $110,513 | $111,787-1.1% | $93,681+18.0% | $145,978-24.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 3.61% | 203.52%-199.9pp | 133.47%-129.9pp | 550.52%-546.9pp |
| Employer contribution / active EE | $1,599 | $3,093-48.3% | $2,422-34.0% | $4,662-65.7% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,313 | $10,256+39.6% | $8,290+72.7% | $13,400+6.8% |