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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 | $209,898 | $101,795+106.2% | $165,100+27.1% | $80,959+159.3% |
| Participation rate | 96.6% | 71.8%+24.7pp | 78.6%+17.9pp | 67.7%+28.9pp |
| Annual return | 0.48% | 16.73%-16.2pp | 70.21%-69.7pp | 35.67%-35.2pp |
| Employer contribution / active EE | $8,621 | $2,954+191.9% | $4,348+98.3% | $2,757+212.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,681 | $8,221-6.6% | $12,696-39.5% | $6,925+10.9% |