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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 | $205,517 | $98,760+108.1% | $149,715+37.3% | $79,858+157.4% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.1pp |
| Annual return | 2.16% | 27.43%-25.3pp | 276.66%-274.5pp | 31.72%-29.6pp |
| Employer contribution / active EE | $9,010 | $3,217+180.1% | $4,645+94.0% | $2,471+264.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $39,334 | $6,053+549.8% | $9,310+322.5% | $5,306+641.3% |