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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 | $47,479+297.1% | $62,929+199.6% | $82,448+128.7% |
| Participation rate | 95.4% | 66.9%+28.5pp | 73.1%+22.3pp | 68.1%+27.3pp |
| Annual return | 9.26% | 20.34%-11.1pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $12,203 | $1,885+547.2% | $2,505+387.2% | $2,551+378.4% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,955 | $3,804+109.1% | $5,065+57.1% | $7,234+10.0% |