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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 | $187,627 | $85,171+120.3% | $172,752+8.6% | $72,975+157.1% |
| Participation rate | 96.9% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.4pp |
| Annual return | 2.56% | 27.32%-24.8pp | 802.97%-800.4pp | 81.01%-78.4pp |
| Employer contribution / active EE | $10,533 | $3,324+216.9% | $5,144+104.8% | $2,440+331.7% |
| Participant deferral / active EE | $7,556 | $3,260+131.8% | $5,198+45.4% | $3,608+109.4% |
| Admin fee / account holder | $3,222 | $5,880-45.2% | $13,955-76.9% | $5,124-37.1% |