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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 | $248,917 | $73,978+236.5% | $96,515+157.9% | $75,173+231.1% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+21.9pp | 67.2%+29.1pp |
| Annual return | 5.86% | 26.72%-20.9pp | 35.73%-29.9pp | 160.72%-154.9pp |
| Employer contribution / active EE | $4,248 | $2,931+44.9% | $3,740+13.6% | $2,671+59.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,981 | $5,219+33.8% | $6,735+3.6% | $5,651+23.5% |