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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 | $132,619 | $58,493+126.7% | $84,023+57.8% | $72,976+81.7% |
| Participation rate | 96.2% | 61.2%+35.0pp | 69.0%+27.2pp | 69.5%+26.7pp |
| Annual return | 13.77% | 28.93%-15.2pp | 71.32%-57.6pp | 81.02%-67.2pp |
| Employer contribution / active EE | $15,886 | $1,163+1265.9% | $1,984+700.7% | $2,440+551.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,412 | $4,569+149.8% | $6,102+87.0% | $5,124+122.7% |