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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 | $245,248 | $66,402+269.3% | $109,907+123.1% | $85,847+185.7% |
| Participation rate | 88.0% | 63.9%+24.1pp | 74.2%+13.8pp | 69.3%+18.7pp |
| Annual return | 6.39% | 19.59%-13.2pp | 29.46%-23.1pp | 318.61%-312.2pp |
| Employer contribution / active EE | $26,017 | $1,687+1442.0% | $2,844+814.9% | $2,565+914.2% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $18,099 | $4,557+297.2% | $6,069+198.2% | $6,261+189.1% |