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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 | $211,786 | $157,829+34.2% | $136,867+54.7% | $198,609+6.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 0.47% | 51.25%-50.8pp | 42.97%-42.5pp | 202.70%-202.2pp |
| Employer contribution / active EE | $8,008 | $3,923+104.1% | $3,547+125.8% | $5,055+58.4% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,798 | $11,107+51.2% | $10,340+62.4% | $19,030-11.7% |