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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 | $194,936 | $36,948+427.6% | $73,658+164.6% | $87,485+122.8% |
| Participation rate | 92.9% | 46.8%+46.0pp | 57.0%+35.8pp | 68.9%+23.9pp |
| Annual return | 5.97% | 28.64%-22.7pp | 29.72%-23.7pp | 26.06%-20.1pp |
| Employer contribution / active EE | $3,829 | $670+471.4% | $1,032+270.9% | $2,596+47.5% |
| Participant deferral / active EE | $6,728 | $1,379+387.9% | $2,062+226.3% | $4,274+57.4% |
| Admin fee / account holder | $14,004 | $2,531+453.3% | $3,357+317.2% | $7,775+80.1% |