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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 | $101,778+117.5% | $164,975+34.2% | $80,925+173.6% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.7%+30.3pp |
| Annual return | 8.74% | 16.73%-8.0pp | 70.12%-61.4pp | 35.65%-26.9pp |
| Employer contribution / active EE | $20,252 | $2,954+585.6% | $4,343+366.4% | $2,756+634.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $39,737 | $8,221+383.3% | $12,688+213.2% | $6,940+472.6% |