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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 | $179,648 | $72,486+147.8% | $87,103+106.2% | $72,976+146.2% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 15.77% | 24.46%-8.7pp | 28.19%-12.4pp | 81.02%-65.2pp |
| Employer contribution / active EE | $7,407 | $1,894+291.1% | $2,521+193.8% | $2,440+203.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $14,713 | $5,055+191.1% | $7,491+96.4% | $5,124+187.1% |