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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 | $97,550+136.2% | $120,344+91.4% | $87,485+163.3% |
| Participation rate | 98.8% | 72.8%+25.9pp | 76.7%+22.0pp | 68.9%+29.8pp |
| Annual return | 9.17% | 18.41%-9.2pp | 20.30%-11.1pp | 26.06%-16.9pp |
| Employer contribution / active EE | $6,386 | $2,291+178.8% | $3,020+111.4% | $2,596+146.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $16,082 | $9,543+68.5% | $12,742+26.2% | $7,775+106.8% |