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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 | $206,737 | $116,190+77.9% | $93,614+120.8% | $152,885+35.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 4.68% | 35.96%-31.3pp | 32.76%-28.1pp | 345.39%-340.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $18,700 | $4,604+306.2% | $4,069+359.6% | $5,851+219.6% |
| Admin fee / account holder | $2,644 | $10,749-75.4% | $7,889-66.5% | $11,598-77.2% |