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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 | $97,648+150.7% | $121,663+101.2% | $87,485+179.8% |
| Participation rate | 97.6% | 70.5%+27.1pp | 74.5%+23.1pp | 68.9%+28.7pp |
| Annual return | 4.82% | 18.03%-13.2pp | 147.54%-142.7pp | 26.06%-21.2pp |
| Employer contribution / active EE | $15,918 | $2,300+592.0% | $3,020+427.1% | $2,596+513.1% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $20,670 | $11,100+86.2% | $14,289+44.7% | $7,775+165.9% |