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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 | $191,124 | $57,061+234.9% | $85,063+124.7% | $80,911+136.2% |
| Participation rate | 95.7% | 56.3%+39.4pp | 67.5%+28.2pp | 67.6%+28.1pp |
| Annual return | 7.03% | 21.66%-14.6pp | 66.54%-59.5pp | 35.63%-28.6pp |
| Employer contribution / active EE | $10,494 | $1,799+483.4% | $2,727+284.8% | $2,756+280.8% |
| Participant deferral / active EE | $10,062 | $3,110+223.5% | $4,523+122.5% | $4,297+134.2% |
| Admin fee / account holder | $39,053 | $4,986+683.2% | $6,155+534.5% | $6,935+463.2% |