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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 | $240,948 | $88,672+171.7% | $105,223+129.0% | $82,448+192.2% |
| Participation rate | 97.4% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.4pp |
| Annual return | 1.44% | 30.86%-29.4pp | 180.65%-179.2pp | 41.64%-40.2pp |
| Employer contribution / active EE | $15,413 | $3,048+405.7% | $3,689+317.9% | $2,551+504.2% |
| Participant deferral / active EE | $7,437 | $4,036+84.3% | $5,072+46.6% | $4,139+79.7% |
| Admin fee / account holder | $10,878 | $7,146+52.2% | $8,859+22.8% | $7,234+50.4% |