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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 | $223,718 | $124,351+79.9% | $109,188+104.9% | $167,553+33.5% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 3.15% | 26.04%-22.9pp | 25.76%-22.6pp | 478.89%-475.7pp |
| Employer contribution / active EE | $15,385 | $4,210+265.5% | $3,723+313.2% | $4,840+217.9% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $183,505 | $7,975+2201.0% | $6,755+2616.4% | $12,316+1389.9% |