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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 | $188,528 | $50,554+272.9% | $67,681+178.6% | $87,485+115.5% |
| Participation rate | 95.4% | 67.7%+27.7pp | 73.7%+21.7pp | 68.9%+26.5pp |
| Annual return | 9.26% | 17.81%-8.5pp | 590.58%-581.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $12,203 | $1,988+513.7% | $2,678+355.6% | $2,596+370.0% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,955 | $4,132+92.5% | $6,100+30.4% | $7,775+2.3% |