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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 | $122,005 | $72,027+69.4% | $185,861-34.4% | $79,856+52.8% |
| Participation rate | 92.9% | 65.8%+27.1pp | 78.0%+14.8pp | 69.6%+23.2pp |
| Annual return | -0.10% | 23.13%-23.2pp | 35.96%-36.1pp | 31.71%-31.8pp |
| Employer contribution / active EE | $18,929 | $1,965+863.2% | $4,088+363.0% | $2,471+666.0% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $15,349 | $4,513+240.1% | $9,503+61.5% | $5,306+189.2% |