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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 | $104,098+139.6% | $140,514+77.5% | $94,015+165.2% |
| Participation rate | 97.3% | 73.7%+23.6pp | 77.8%+19.5pp | 70.8%+26.5pp |
| Annual return | 9.21% | 15.14%-5.9pp | 14.36%-5.1pp | 17.84%-8.6pp |
| Employer contribution / active EE | $16,008 | $2,388+570.3% | $3,378+373.8% | $2,790+473.7% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $21,491 | $10,439+105.9% | $13,697+56.9% | $8,951+140.1% |