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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 | $168,544 | $54,763+207.8% | $90,324+86.6% | $72,976+131.0% |
| Participation rate | 95.7% | 65.2%+30.5pp | 73.3%+22.4pp | 69.5%+26.2pp |
| Annual return | 14.69% | 30.63%-15.9pp | 78.15%-63.5pp | 81.02%-66.3pp |
| Employer contribution / active EE | $11,315 | $2,093+440.5% | $2,856+296.2% | $2,440+363.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,498 | $3,973+239.7% | $5,356+152.0% | $5,124+163.4% |