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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 | $210,970 | $138,312+52.5% | $122,979+71.5% | $155,188+35.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 1.67% | 22.06%-20.4pp | 20.12%-18.5pp | 148.84%-147.2pp |
| Employer contribution / active EE | $3,917 | $3,530+10.9% | $3,062+27.9% | $4,248-7.8% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,963 | $15,089-67.1% | $12,864-61.4% | $14,480-65.7% |