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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 | $55,457+240.0% | $77,361+143.7% | $94,015+100.5% |
| Participation rate | 95.4% | 69.8%+25.6pp | 75.0%+20.4pp | 70.8%+24.6pp |
| Annual return | 9.26% | 15.57%-6.3pp | 1011.54%-1002.3pp | 17.84%-8.6pp |
| Employer contribution / active EE | $12,203 | $2,255+441.2% | $2,990+308.1% | $2,790+337.4% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,955 | $4,334+83.6% | $5,894+35.0% | $8,951-11.1% |