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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 | $80,855+155.4% | $153,416+34.6% | $86,983+137.4% |
| Participation rate | 98.2% | 64.1%+34.1pp | 74.3%+23.8pp | 69.5%+28.6pp |
| Annual return | 6.14% | 16.18%-10.0pp | 17.84%-11.7pp | 25.83%-19.7pp |
| Employer contribution / active EE | $18,253 | $2,308+690.9% | $3,764+384.9% | $2,584+606.2% |
| Participant deferral / active EE | $0 | $3,333-100.0% | $4,723-100.0% | $4,194-100.0% |
| Admin fee / account holder | $21,986 | $6,908+218.2% | $13,095+67.9% | $7,856+179.9% |