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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 | $230,380 | $95,453+141.4% | $112,040+105.6% | $82,448+179.4% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.5%+22.3pp | 68.1%+30.7pp |
| Annual return | 9.17% | 23.92%-14.7pp | 24.52%-15.3pp | 41.64%-32.5pp |
| Employer contribution / active EE | $6,386 | $2,318+175.5% | $2,954+116.2% | $2,551+150.3% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,082 | $9,013+78.4% | $12,098+32.9% | $7,234+122.3% |