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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 | $206,496 | $81,403+153.7% | $147,027+40.4% | $87,485+136.0% |
| Participation rate | 98.2% | 63.4%+34.7pp | 73.7%+24.4pp | 68.9%+29.3pp |
| Annual return | 6.14% | 16.51%-10.4pp | 20.23%-14.1pp | 26.06%-19.9pp |
| Employer contribution / active EE | $18,253 | $2,205+727.7% | $3,626+403.4% | $2,596+603.0% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $21,986 | $6,755+225.5% | $12,223+79.9% | $7,775+182.8% |