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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 | $141,052 | $48,076+193.4% | $78,690+79.3% | $62,891+124.3% |
| Participation rate | 98.0% | 65.2%+32.8pp | 73.6%+24.4pp | 69.3%+28.7pp |
| Annual return | 4.42% | 31.35%-26.9pp | 62.18%-57.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $11,863 | $2,015+488.8% | $2,851+316.1% | $2,281+420.1% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,352 | $3,207+285.1% | $4,511+173.9% | $4,296+187.6% |