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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 | $116,203+77.9% | $93,621+120.8% | $152,909+35.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 4.68% | 35.96%-31.3pp | 32.76%-28.1pp | 345.46%-340.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $18,700 | $4,605+306.1% | $4,070+359.5% | $5,851+219.6% |
| Admin fee / account holder | $2,644 | $10,751-75.4% | $7,890-66.5% | $11,601-77.2% |