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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 | $218,541 | $126,661+72.5% | $113,397+92.7% | $138,895+57.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 7.75% | 25.05%-17.3pp | 23.20%-15.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,500 | $5,693-56.1% | $5,076-50.8% | $6,396-60.9% |
| Admin fee / account holder | $56,014 | $14,549+285.0% | $11,957+368.5% | $12,562+345.9% |