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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 | $123,345 | $43,075+186.4% | $74,577+65.4% | $62,881+96.2% |
| Participation rate | 98.3% | 58.1%+40.3pp | 68.1%+30.2pp | 69.3%+29.0pp |
| Annual return | 4.63% | 17.50%-12.9pp | 20.47%-15.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $5,763 | $1,498+284.8% | $2,525+128.2% | $2,281+152.7% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,868 | $2,840+177.1% | $4,138+90.1% | $4,296+83.2% |