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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 | $240,914 | $88,672+171.7% | $105,223+129.0% | $82,448+192.2% |
| Participation rate | 94.7% | 67.9%+26.7pp | 75.0%+19.6pp | 68.1%+26.6pp |
| Annual return | 5.50% | 30.86%-25.4pp | 180.65%-175.2pp | 41.64%-36.1pp |
| Employer contribution / active EE | $26,265 | $3,048+761.7% | $3,689+612.1% | $2,551+929.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $19,058 | $7,146+166.7% | $8,859+115.1% | $7,234+163.4% |