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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 | $249,370 | $95,453+161.2% | $112,040+122.6% | $82,448+202.5% |
| Participation rate | 97.3% | 72.8%+24.6pp | 76.5%+20.8pp | 68.1%+29.3pp |
| Annual return | 9.21% | 23.92%-14.7pp | 24.52%-15.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $16,008 | $2,318+590.7% | $2,954+441.9% | $2,551+527.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $21,491 | $9,013+138.4% | $12,098+77.6% | $7,234+197.1% |