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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 | $244,770 | $94,031+160.3% | $115,768+111.4% | $82,448+196.9% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.4%+23.2pp | 68.1%+29.6pp |
| Annual return | 4.82% | 20.61%-15.8pp | 100.46%-95.6pp | 41.64%-36.8pp |
| Employer contribution / active EE | $15,918 | $2,323+585.1% | $2,940+441.5% | $2,551+524.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20,670 | $10,249+101.7% | $12,439+66.2% | $7,234+185.7% |