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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 | $189,241 | $72,269+161.9% | $101,271+86.9% | $79,852+137.0% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 1.38% | 22.29%-20.9pp | 46.48%-45.1pp | 31.72%-30.3pp |
| Employer contribution / active EE | $19,025 | $2,692+606.8% | $3,660+419.8% | $2,471+669.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,563 | $4,401+117.3% | $5,948+60.8% | $5,306+80.2% |