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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 | $221,377 | $101,795+117.5% | $165,100+34.1% | $80,959+173.4% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.7%+30.3pp |
| Annual return | 8.74% | 16.73%-8.0pp | 70.21%-61.5pp | 35.67%-26.9pp |
| Employer contribution / active EE | $20,252 | $2,954+585.6% | $4,348+365.8% | $2,757+634.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $39,737 | $8,221+383.3% | $12,696+213.0% | $6,925+473.8% |