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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 | $229,559 | $254,759-9.9% | $216,567+6.0% | $198,609+15.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 81.6%-6.6pp | 82.4%-7.4pp |
| Annual return | 3.18% | 10.04%-6.9pp | 12.94%-9.8pp | 202.70%-199.5pp |
| Employer contribution / active EE | $2,807 | $6,096-54.0% | $5,216-46.2% | $5,055-44.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $40,671 | $26,311+54.6% | $21,981+85.0% | $19,030+113.7% |