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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 | $217,122 | $93,598+132.0% | $135,974+59.7% | $75,173+188.8% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 3.55% | 30.89%-27.3pp | 68.30%-64.8pp | 160.72%-157.2pp |
| Employer contribution / active EE | $10,671 | $3,538+201.6% | $4,859+119.6% | $2,671+299.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $32,124 | $6,978+360.4% | $10,767+198.4% | $5,651+468.5% |