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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 | $181,813 | $48,327+276.2% | $67,575+169.1% | $80,935+124.6% |
| Participation rate | 95.2% | 66.4%+28.8pp | 72.9%+22.2pp | 67.7%+27.5pp |
| Annual return | 10.02% | 18.31%-8.3pp | 3528.98%-3519.0pp | 35.66%-25.6pp |
| Employer contribution / active EE | $12,203 | $2,022+503.4% | $2,736+346.1% | $2,757+342.7% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,221 | $3,692+14.3% | $3,993+5.7% | $6,924-39.0% |