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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 | $243,612 | $76,551+218.2% | $123,894+96.6% | $62,881+287.4% |
| Participation rate | 96.9% | 73.0%+23.9pp | 81.4%+15.5pp | 69.3%+27.6pp |
| Annual return | 0.18% | 18.68%-18.5pp | 47.52%-47.3pp | 20.14%-20.0pp |
| Employer contribution / active EE | $9,395 | $2,882+225.9% | $4,617+103.5% | $2,281+311.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,292 | $4,826-31.8% | $8,357-60.6% | $4,296-23.4% |