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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 | $216,442 | $136,307+58.8% | $106,619+103.0% | $273,972-21.0% |
| Participation rate | 94.7% | 84.8%+10.0pp | 78.0%+16.7pp | 83.0%+11.7pp |
| Annual return | -1.59% | 11.05%-12.6pp | 9.42%-11.0pp | 41.46%-43.0pp |
| Employer contribution / active EE | $17,148 | $5,190+230.4% | $3,947+334.5% | $4,869+252.2% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,645 | $8,625+11.8% | $6,418+50.3% | $10,133-4.8% |