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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 | $37,156+424.6% | $83,854+132.5% | $86,983+124.1% |
| Participation rate | 92.9% | 49.1%+43.8pp | 59.1%+33.7pp | 69.5%+23.3pp |
| Annual return | 5.97% | 29.88%-23.9pp | 31.39%-25.4pp | 25.83%-19.9pp |
| Employer contribution / active EE | $3,829 | $661+479.3% | $1,017+276.4% | $2,584+48.1% |
| Participant deferral / active EE | $6,728 | $1,418+374.6% | $2,035+230.6% | $4,194+60.4% |
| Admin fee / account holder | $14,004 | $2,510+458.0% | $3,197+338.1% | $7,856+78.3% |