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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 | $206,427 | $114,712+80.0% | $173,730+18.8% | $87,485+136.0% |
| Participation rate | 87.5% | 73.0%+14.5pp | 79.6%+7.9pp | 68.9%+18.6pp |
| Annual return | 7.18% | 20.18%-13.0pp | 19.96%-12.8pp | 26.06%-18.9pp |
| Employer contribution / active EE | $21,875 | $2,904+653.3% | $4,577+377.9% | $2,596+742.6% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $19,207 | $10,210+88.1% | $17,523+9.6% | $7,775+147.0% |