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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 | $77,896+165.1% | $134,172+53.9% | $82,448+150.5% |
| Participation rate | 98.2% | 62.8%+35.4pp | 72.5%+25.7pp | 68.1%+30.1pp |
| Annual return | 6.14% | 18.21%-12.1pp | 25.30%-19.2pp | 41.64%-35.5pp |
| Employer contribution / active EE | $18,253 | $2,159+745.3% | $3,420+433.7% | $2,551+615.5% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $21,986 | $6,336+247.0% | $12,016+83.0% | $7,234+203.9% |