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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 | $178,911 | $78,423+128.1% | $95,964+86.4% | $79,856+124.0% |
| Participation rate | 98.5% | 73.5%+25.0pp | 77.1%+21.4pp | 69.6%+28.9pp |
| Annual return | 2.42% | 19.37%-17.0pp | 91.64%-89.2pp | 31.71%-29.3pp |
| Employer contribution / active EE | $18,657 | $1,945+859.0% | $2,541+634.1% | $2,471+655.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $22,858 | $5,622+306.6% | $6,797+236.3% | $5,306+330.8% |