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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 | $215,616 | $61,125+252.7% | $94,057+129.2% | $87,485+146.5% |
| Participation rate | 96.4% | 64.1%+32.3pp | 73.3%+23.0pp | 68.9%+27.4pp |
| Annual return | 10.87% | 35.20%-24.3pp | 480.62%-469.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $14,426 | $2,136+575.2% | $2,933+391.8% | $2,596+455.6% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,636 | $5,629+89.0% | $7,244+46.8% | $7,775+36.8% |