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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 | $161,512 | $52,306+208.8% | $69,779+131.5% | $62,881+156.9% |
| Participation rate | 98.5% | 67.2%+31.3pp | 71.8%+26.7pp | 69.3%+29.2pp |
| Annual return | 0.19% | 13.35%-13.2pp | 12.99%-12.8pp | 20.14%-20.0pp |
| Employer contribution / active EE | $5,682 | $1,799+215.8% | $2,338+143.0% | $2,281+149.1% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,224 | $3,691+177.0% | $4,381+133.4% | $4,296+138.0% |