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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 | $202,883 | $101,778+99.3% | $164,975+23.0% | $80,925+150.7% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.7%+28.8pp |
| Annual return | 2.79% | 16.73%-13.9pp | 70.12%-67.3pp | 35.65%-32.9pp |
| Employer contribution / active EE | $25,000 | $2,954+746.4% | $4,343+475.7% | $2,756+807.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,349 | $8,221+50.2% | $12,688-2.7% | $6,940+77.9% |