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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 | $172,172 | $76,551+124.9% | $123,894+39.0% | $62,881+173.8% |
| Participation rate | 97.2% | 73.0%+24.2pp | 81.4%+15.8pp | 69.3%+27.9pp |
| Annual return | -0.12% | 18.68%-18.8pp | 47.52%-47.6pp | 20.14%-20.3pp |
| Employer contribution / active EE | $8,905 | $2,882+209.0% | $4,617+92.9% | $2,281+290.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $16,482 | $4,826+241.5% | $8,357+97.2% | $4,296+283.7% |