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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 | $234,388 | $86,938+169.6% | $102,423+128.8% | $80,925+189.6% |
| Participation rate | 98.6% | 72.4%+26.2pp | 76.5%+22.1pp | 67.7%+30.9pp |
| Annual return | 9.23% | 18.89%-9.7pp | 29.42%-20.2pp | 35.65%-26.4pp |
| Employer contribution / active EE | $18,582 | $2,369+684.3% | $3,023+514.7% | $2,756+574.2% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $19,637 | $8,053+143.9% | $9,455+107.7% | $6,940+182.9% |