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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 | $247,844 | $72,269+242.9% | $101,271+144.7% | $79,852+210.4% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.8%+21.6pp | 69.6%+27.8pp |
| Annual return | 7.93% | 22.29%-14.4pp | 46.48%-38.6pp | 31.72%-23.8pp |
| Employer contribution / active EE | $15,004 | $2,692+457.4% | $3,660+309.9% | $2,471+507.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,063 | $4,401+128.7% | $5,948+69.2% | $5,306+89.6% |