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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 | $109,620+123.3% | $148,496+64.8% | $94,015+160.4% |
| Participation rate | 97.6% | 71.3%+26.4pp | 76.0%+21.6pp | 70.8%+26.8pp |
| Annual return | 4.82% | 17.54%-12.7pp | 12.33%-7.5pp | 17.84%-13.0pp |
| Employer contribution / active EE | $15,918 | $2,618+508.0% | $3,497+355.1% | $2,790+470.5% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $20,670 | $10,050+105.7% | $19,547+5.7% | $8,951+130.9% |