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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 | $204,488 | $58,851+247.5% | $115,167+77.6% | $72,976+180.2% |
| Participation rate | 80.8% | 65.5%+15.2pp | 75.9%+4.9pp | 69.5%+11.3pp |
| Annual return | 8.04% | 23.16%-15.1pp | 35.60%-27.6pp | 81.02%-73.0pp |
| Employer contribution / active EE | $6,483 | $1,798+260.6% | $3,179+103.9% | $2,440+165.7% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $44,708 | $6,370+601.9% | $7,089+530.7% | $5,124+772.5% |